+14.8%
BTE vs VT
+215.5%
-200.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.3% |
| 7D | -22.3% | -2.3% | -20.0% | -19.7% |
| 30D | -8.7% | -5.0% | -3.8% | -2.0% |
| 3M | +1.3% | -4.9% | +6.2% | +8.0% |
| 6M | -15.5% | -1.5% | -14.0% | -15.9% |
| YTD | +30.8% | +8.5% | +22.3% | +9.4% |
| 1Y | +76.8% | +11.4% | +65.4% | +41.3% |
| 3Y | +2.9% | +70.1% | -67.2% | -58.3% |
| 5Y | +29.2% | +53.7% | -24.5% | -37.7% |
| All | +14.8% | +215.5% | -200.7% | -83.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling