+1.5%
BTT vs VT
+57.4%
-55.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -0.2% |
| 7D | +1.9% | +0.4% | +1.6% | +1.8% |
| 30D | +4.6% | -2.6% | +7.2% | +5.1% |
| 3M | +1.3% | -3.2% | +4.5% | +1.8% |
| 6M | +0.8% | +0.9% | -0.2% | +0.6% |
| YTD | +1.7% | +11.3% | -9.6% | -0.3% |
| 1Y | +3.6% | +14.0% | -10.4% | +1.1% |
| 3Y | +22.7% | +75.8% | -53.2% | +10.2% |
| 5Y | +1.5% | +57.8% | -56.3% | -8.1% |
| All | +1.5% | +57.4% | -55.9% | -8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling