+24.6%
BTO vs VT
+60.6%
-36.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | 0.0% |
| 7D | +2.8% | -0.3% | +3.1% | +3.1% |
| 30D | +5.7% | -1.4% | +7.1% | +7.1% |
| 3M | -5.5% | -1.4% | -4.1% | -4.3% |
| 6M | +7.3% | +5.5% | +1.8% | +1.0% |
| YTD | +14.9% | +12.8% | +2.0% | +0.4% |
| 1Y | +25.3% | +15.4% | +9.9% | +6.9% |
| 3Y | +76.5% | +76.9% | -0.4% | -4.7% |
| 5Y | +24.6% | +60.4% | -35.9% | -28.1% |
| All | +24.6% | +60.6% | -36.0% | -28.1% |
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