+630.2%
BTO vs VT
+374.2%
+256.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.2% | +0.4% | +0.7% | +0.7% |
| 30D | -1.5% | +1.0% | -2.5% | -2.6% |
| 3M | +10.7% | +2.4% | +8.4% | +7.2% |
| 6M | +15.6% | +12.0% | +3.6% | +0.7% |
| YTD | +18.7% | +15.3% | +3.3% | -0.2% |
| 1Y | +14.0% | +22.6% | -8.6% | -10.7% |
| 3Y | +86.0% | +74.7% | +11.3% | -3.2% |
| 5Y | +37.6% | +66.1% | -28.6% | -24.3% |
| 10Y | +176.2% | +225.0% | -48.8% | -23.2% |
| All | +630.2% | +374.2% | +256.0% | +77.6% |
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