+20.0%
BTE price history and return analytics
+229.8%
-209.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.6% |
| 7D | +3.5% | -1.1% | +4.6% | +5.2% |
| 30D | +15.4% | -1.0% | +16.4% | +16.8% |
| 3M | +7.9% | +3.2% | +4.7% | +1.3% |
| 6M | +23.6% | +12.5% | +11.1% | -1.2% |
| YTD | +56.9% | +14.1% | +42.8% | +22.3% |
| 1Y | +112.9% | +18.9% | +94.0% | +54.8% |
| 3Y | +27.8% | +74.1% | -46.3% | -50.0% |
| 5Y | +184.2% | +66.9% | +117.4% | +19.8% |
| All | +20.0% | +229.8% | -209.8% | -84.4% |
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