-33.9%
BTX vs VT
+75.5%
-109.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +0.9% |
| 7D | -10.4% | -2.3% | -8.1% | -7.4% |
| 30D | -19.1% | -5.0% | -14.1% | -12.8% |
| 3M | -8.5% | -4.9% | -3.6% | -1.5% |
| 6M | -4.2% | -1.5% | -2.6% | -1.2% |
| YTD | +22.7% | +8.5% | +14.3% | +10.4% |
| 1Y | +18.9% | +11.4% | +7.6% | +3.3% |
| 3Y | +58.4% | +70.1% | -11.7% | -25.9% |
| 5Y | -32.1% | +53.7% | -85.8% | -63.4% |
| All | -33.9% | +75.5% | -109.4% | -68.5% |
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