+37.2%
BTU vs VT
+53.4%
-16.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | -0.2% |
| 7D | -27.7% | -2.3% | -25.4% | -26.3% |
| 30D | -35.5% | -5.0% | -30.5% | -32.5% |
| 3M | -31.6% | -4.9% | -26.8% | -28.5% |
| 6M | -35.4% | -1.5% | -33.8% | -34.5% |
| YTD | -45.6% | +8.5% | -54.1% | -50.5% |
| 1Y | -45.5% | +11.4% | -56.8% | -51.7% |
| 3Y | -28.8% | +70.1% | -98.9% | -59.4% |
| All | +37.2% | +53.4% | -16.2% | -9.0% |
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 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