-22.8%
BTX vs VT
+86.6%
-109.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -0.2% | +0.4% | -0.7% | -0.9% |
| 30D | +5.5% | +1.0% | +4.6% | +4.1% |
| 3M | -1.2% | +2.4% | -3.6% | -4.0% |
| 6M | +40.5% | +12.0% | +28.5% | +20.3% |
| YTD | +43.4% | +15.3% | +28.1% | +17.9% |
| 1Y | +40.2% | +22.6% | +17.6% | +5.9% |
| 3Y | +57.7% | +74.7% | -17.0% | -28.9% |
| 5Y | -24.1% | +66.1% | -90.2% | -63.2% |
| All | -22.8% | +86.6% | -109.4% | -66.4% |
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