-0.7%
BTCI vs VT
+33.5%
-34.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.0% |
| 7D | -8.4% | +2.4% | -10.8% | -10.8% |
| 30D | -14.7% | -1.5% | -13.2% | -13.2% |
| 3M | +4.6% | -4.1% | +8.7% | +9.8% |
| 6M | -15.1% | +0.6% | -15.6% | -15.5% |
| YTD | -21.7% | +11.0% | -32.7% | -29.9% |
| 1Y | -29.0% | +13.3% | -42.3% | -37.7% |
| All | -0.7% | +33.5% | -34.1% | -22.0% |
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