+7.9%
BTU vs VT
+200.9%
-193.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | -0.2% | +0.4% | -0.7% | -0.9% |
| 30D | +26.9% | +1.0% | +26.0% | +25.3% |
| 3M | -7.3% | +2.4% | -9.7% | -9.9% |
| 6M | -18.7% | +12.0% | -30.7% | -30.5% |
| YTD | -2.0% | +15.3% | -17.4% | -19.4% |
| 1Y | +67.6% | +22.6% | +45.0% | +27.7% |
| 3Y | +34.5% | +74.7% | -40.1% | -35.8% |
| 5Y | +72.5% | +66.1% | +6.3% | -12.6% |
| All | +7.9% | +200.9% | -193.0% | -73.3% |
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