-40.0%
BTU vs VT
+183.0%
-223.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | -0.2% |
| 7D | -27.7% | -2.3% | -25.4% | -25.9% |
| 30D | -35.5% | -5.0% | -30.5% | -31.6% |
| 3M | -31.6% | -4.9% | -26.8% | -27.7% |
| 6M | -35.4% | -1.5% | -33.8% | -34.4% |
| YTD | -45.6% | +8.5% | -54.1% | -52.0% |
| 1Y | -45.5% | +11.4% | -56.8% | -53.4% |
| 3Y | -28.8% | +70.1% | -98.9% | -65.1% |
| 5Y | +44.4% | +53.7% | -9.3% | -18.9% |
| All | -40.0% | +183.0% | -223.1% | -84.1% |
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 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