+225.5%
BTOC vs VT
+12.5%
+213.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | +0.6% |
| 7D | -23.3% | -0.1% | -23.2% | -24.7% |
| 30D | -47.4% | -3.1% | -44.3% | -38.9% |
| 3M | -60.2% | -3.5% | -56.7% | -54.1% |
| 6M | -60.0% | +0.5% | -60.5% | -72.2% |
| YTD | +248.1% | +10.8% | +237.3% | -97.9% |
| 1Y | +225.5% | +11.9% | +213.6% | -98.1% |
| All | +225.5% | +12.5% | +213.1% | -98.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling