-31.0%
BTX vs VT
+80.1%
-111.0%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +0.8% |
| 7D | -5.2% | +0.4% | -5.5% | -5.7% |
| 30D | -15.4% | -2.6% | -12.8% | -12.0% |
| 3M | -6.2% | -3.2% | -3.0% | -1.5% |
| 6M | +0.5% | +0.9% | -0.4% | 0.0% |
| YTD | +28.3% | +11.3% | +17.0% | +11.2% |
| 1Y | +22.5% | +14.0% | +8.5% | +2.9% |
| 3Y | +62.8% | +75.8% | -13.0% | -27.4% |
| 5Y | -26.8% | +57.8% | -84.6% | -62.0% |
| All | -31.0% | +80.1% | -111.0% | -68.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling