+72.1%
BTU vs VT
+57.0%
+15.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +8.6% | +2.4% | +6.3% | +6.3% |
| 30D | -25.8% | -1.5% | -24.3% | -24.9% |
| 3M | -27.7% | -4.1% | -23.6% | -24.9% |
| 6M | -27.2% | +0.6% | -27.7% | -27.6% |
| YTD | -40.9% | +11.0% | -51.9% | -47.3% |
| 1Y | -39.6% | +13.3% | -52.9% | -47.3% |
| 3Y | -18.7% | +73.4% | -92.1% | -54.2% |
| All | +72.1% | +57.0% | +15.0% | +9.8% |
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