-18.4%
BTCC vs VT
+43.5%
-61.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.1% |
| 7D | +2.0% | +0.4% | +1.6% | +1.6% |
| 30D | +7.5% | +1.0% | +6.5% | +6.6% |
| 3M | +13.1% | +2.4% | +10.7% | +10.9% |
| 6M | +3.8% | +12.0% | -8.2% | -5.7% |
| YTD | -12.8% | +15.3% | -28.2% | -22.2% |
| 1Y | -30.5% | +22.6% | -53.1% | -39.9% |
| All | -18.4% | +43.5% | -61.8% | -34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling