-38.2%
BTAL price history and return analytics
+419.0%
-457.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.4% | -0.6% |
| 7D | -0.4% | -0.7% | +0.3% | -0.6% |
| 30D | +5.5% | -1.7% | +7.3% | +4.8% |
| 3M | +9.4% | -2.3% | +11.7% | +8.5% |
| 6M | +9.8% | +1.5% | +8.3% | +11.7% |
| YTD | -9.5% | +12.0% | -21.5% | -2.4% |
| 1Y | -11.5% | +12.9% | -24.3% | -4.1% |
| 3Y | -30.1% | +74.9% | -105.1% | -4.5% |
| 5Y | -9.8% | +59.9% | -69.8% | +22.6% |
| 10Y | -24.4% | +224.6% | -249.0% | +43.2% |
| All | -38.2% | +419.0% | -457.2% | +53.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling