-33.5%
BTAL price history and return analytics
+229.8%
-263.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -0.4% |
| 7D | +1.2% | -1.1% | +2.3% | +0.6% |
| 30D | +2.4% | -1.0% | +3.4% | +1.9% |
| 3M | +6.3% | +3.2% | +3.1% | +8.5% |
| 6M | -12.9% | +12.5% | -25.4% | -6.2% |
| YTD | -15.1% | +14.1% | -29.1% | -7.7% |
| 1Y | -21.3% | +18.9% | -40.2% | -12.3% |
| 3Y | -27.3% | +74.1% | -101.4% | -0.8% |
| 5Y | -19.3% | +66.9% | -86.2% | +12.1% |
| All | -33.5% | +229.8% | -263.3% | +23.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling