-27.4%
BTCW vs VT
+23.3%
-50.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.3% |
| 7D | +3.0% | +0.4% | +2.6% | +2.4% |
| 30D | +23.3% | +1.0% | +22.4% | +21.5% |
| 3M | +25.6% | +2.4% | +23.2% | +21.2% |
| 6M | +9.3% | +12.0% | -2.7% | -8.8% |
| YTD | -8.9% | +15.3% | -24.3% | -27.9% |
| 1Y | -27.4% | +22.6% | -50.0% | -45.9% |
| All | -27.4% | +23.3% | -50.8% | -45.9% |
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