-87.6%
BTCZ vs VT
+42.6%
-130.3%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.7% | -7.7% | -1.2% |
| 7D | +2.3% | -0.3% | +2.6% | +2.1% |
| 30D | +12.4% | -1.4% | +13.8% | +9.3% |
| 3M | -42.6% | -1.4% | -41.2% | -43.5% |
| 6M | -17.8% | +5.5% | -23.3% | -0.2% |
| YTD | -25.5% | +12.8% | -38.4% | +16.2% |
| 1Y | -9.5% | +15.4% | -24.9% | +52.1% |
| All | -87.6% | +42.6% | -130.3% | -58.1% |
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