-60.8%
BTOC vs VT
+46.1%
-107.0%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -0.9% |
| 7D | -23.3% | -0.1% | -23.2% | -23.0% |
| 30D | -47.4% | -3.1% | -44.3% | -43.0% |
| 3M | -60.2% | -3.5% | -56.7% | -56.6% |
| 6M | -60.0% | +0.5% | -60.5% | -62.3% |
| YTD | +248.1% | +10.8% | +237.3% | +134.3% |
| 1Y | +225.5% | +11.9% | +213.6% | +117.0% |
| All | -60.8% | +46.1% | -107.0% | -78.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling