-26.9%
BTC vs VT
+10.7%
-37.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.1% | -0.9% | +1.1% |
| 7D | -5.7% | -4.2% | -1.5% | +0.6% |
| 30D | -11.1% | -5.8% | -5.3% | -2.6% |
| 3M | +17.3% | -5.2% | +22.5% | +27.4% |
| 6M | -6.9% | +0.1% | -7.0% | -7.6% |
| YTD | -13.2% | +8.2% | -21.4% | -23.2% |
| 1Y | -26.9% | +10.1% | -37.0% | -37.4% |
| All | -26.9% | +10.7% | -37.5% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling