+595.3%
BTO price history and return analytics
+346.0%
+249.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.6% |
| 7D | +0.9% | -2.3% | +3.2% | +3.5% |
| 30D | +4.0% | -5.0% | +8.9% | +9.9% |
| 3M | -5.3% | -4.9% | -0.4% | -0.1% |
| 6M | +3.6% | -1.5% | +5.1% | +4.5% |
| YTD | +13.0% | +8.5% | +4.5% | +1.6% |
| 1Y | +20.8% | +11.4% | +9.5% | +5.4% |
| 3Y | +74.3% | +70.1% | +4.2% | -7.0% |
| 5Y | +21.2% | +53.7% | -32.5% | -27.2% |
| 10Y | +162.3% | +220.0% | -57.7% | -25.7% |
| All | +595.3% | +346.0% | +249.3% | +80.8% |
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 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