-97.4%
BETR price history and return analytics
+65.7%
-163.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.7% |
| 7D | -10.5% | -1.1% | -9.4% | -9.7% |
| 30D | -12.7% | -1.0% | -11.7% | -11.8% |
| 3M | -46.3% | +3.2% | -49.4% | -47.5% |
| 6M | -67.6% | +12.5% | -80.1% | -70.1% |
| YTD | -60.3% | +14.1% | -74.3% | -63.6% |
| 1Y | -47.4% | +18.9% | -66.3% | -52.5% |
| 3Y | -59.6% | +74.1% | -133.7% | -67.9% |
| All | -97.4% | +65.7% | -163.1% | -97.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling