+24.6%
VSH vs FBTC
+42.6%
-18.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.5% | -0.7% | -3.2% |
| 7D | +14.3% | -9.2% | +23.5% | +17.4% |
| 30D | -7.9% | -15.8% | +7.9% | -3.1% |
| 3M | -19.9% | +8.7% | -28.5% | -21.3% |
| 6M | -30.5% | -13.6% | -16.9% | -28.0% |
| YTD | +85.7% | -21.5% | +107.1% | +95.3% |
| 1Y | +98.9% | -29.9% | +128.9% | +115.4% |
| All | +24.6% | +42.6% | -18.0% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FBTC.
Daily Out/Under-Performance
Portfolio return minus FBTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FBTC 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 3y: compounded portfolio wealth divided by compounded FBTC 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…
3y analysis · Full analysis span regression · 6 months rolling