-60.4%
BTOC vs VT
+43.1%
-103.5%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.4% | -2.8% |
| 7D | -18.0% | -2.3% | -15.7% | -12.5% |
| 30D | -47.0% | -5.0% | -42.1% | -39.3% |
| 3M | -59.9% | -4.9% | -55.0% | -54.5% |
| 6M | -60.4% | -1.5% | -58.9% | -60.5% |
| YTD | +251.9% | +8.5% | +243.4% | +151.3% |
| 1Y | +226.2% | +11.4% | +214.8% | +127.0% |
| All | -60.4% | +43.1% | -103.5% | -76.9% |
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