+184.8%
BTE price history and return analytics
+63.7%
+121.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +2.0% |
| 7D | +1.8% | -2.0% | +3.8% | +4.1% |
| 30D | +14.5% | -1.4% | +16.0% | +16.2% |
| 3M | +6.5% | +4.7% | +1.7% | -0.3% |
| 6M | +26.9% | +11.4% | +15.6% | +8.5% |
| YTD | +57.2% | +13.1% | +44.1% | +31.4% |
| 1Y | +113.3% | +19.0% | +94.3% | +66.4% |
| 3Y | +26.8% | +73.9% | -47.1% | -38.5% |
| 5Y | +184.8% | +65.4% | +119.4% | +54.8% |
| All | +184.8% | +63.7% | +121.1% | +54.8% |
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