-27.1%
YBTC vs VT
+10.5%
-37.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.7% |
| 7D | -0.6% | -2.3% | +1.7% | +2.4% |
| 30D | -7.2% | -5.0% | -2.2% | -0.8% |
| 3M | +4.2% | -4.9% | +9.1% | +11.1% |
| 6M | -12.8% | -1.5% | -11.3% | -11.3% |
| YTD | -18.7% | +8.5% | -27.2% | -27.3% |
| 1Y | -27.1% | +11.4% | -38.5% | -37.8% |
| All | -27.1% | +10.5% | -37.6% | -37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling