+53.2%
VTRS vs FBTC
+60.2%
-7.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | -2.2% | -3.1% | +0.9% | -1.9% |
| 30D | +3.3% | +22.0% | -18.7% | +1.2% |
| 3M | +2.0% | +21.6% | -19.6% | -0.1% |
| 6M | +19.9% | +9.2% | +10.7% | +18.5% |
| YTD | +35.7% | -11.8% | +47.5% | +36.4% |
| 1Y | +68.1% | -32.7% | +100.8% | +73.3% |
| All | +53.2% | +60.2% | -7.0% | +44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling