-74.4%
BTE vs VT
+374.2%
-448.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +2.5% | +0.4% | +2.1% | +1.8% |
| 30D | +18.8% | +1.0% | +17.9% | +17.0% |
| 3M | -4.0% | +2.4% | -6.4% | -8.2% |
| 6M | +23.0% | +12.0% | +11.0% | +1.9% |
| YTD | +51.6% | +15.3% | +36.3% | +20.4% |
| 1Y | +116.7% | +22.6% | +94.1% | +57.7% |
| 3Y | +22.9% | +74.7% | -51.8% | -44.6% |
| 5Y | +173.2% | +66.1% | +107.0% | +32.9% |
| 10Y | +8.3% | +225.0% | -216.7% | -74.5% |
| All | -74.4% | +374.2% | -448.6% | -96.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling