+42.6%
BTT vs VT
+222.7%
-180.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | -1.5% | +2.9% | -4.4% | -2.0% |
| 30D | +2.1% | -2.5% | +4.6% | +2.6% |
| 3M | -1.3% | -3.3% | +2.0% | -0.7% |
| 6M | -1.5% | +1.5% | -3.0% | -1.9% |
| YTD | -0.9% | +11.4% | -12.2% | -3.0% |
| 1Y | +0.7% | +11.9% | -11.2% | -1.7% |
| 3Y | +18.7% | +73.9% | -55.2% | +5.8% |
| 5Y | -0.9% | +57.9% | -58.8% | -10.4% |
| All | +42.6% | +222.7% | -180.1% | -2.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling