+179.0%
BTO vs VT
+224.5%
-45.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.2% | +0.4% | +0.7% | +0.6% |
| 30D | -1.5% | +1.0% | -2.5% | -2.8% |
| 3M | +10.7% | +2.4% | +8.4% | +6.8% |
| 6M | +15.6% | +12.0% | +3.6% | -1.1% |
| YTD | +18.7% | +15.3% | +3.3% | -2.5% |
| 1Y | +14.0% | +22.6% | -8.6% | -13.7% |
| 3Y | +86.0% | +74.7% | +11.3% | -12.7% |
| 5Y | +37.6% | +66.1% | -28.6% | -30.9% |
| All | +179.0% | +224.5% | -45.5% | -41.6% |
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 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