+60.5%
BTU price history and return analytics
+63.7%
-3.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.3% |
| 7D | +5.0% | -2.0% | +7.0% | +7.0% |
| 30D | +19.3% | -1.4% | +20.7% | +20.9% |
| 3M | +10.9% | +4.7% | +6.2% | +6.0% |
| 6M | -10.3% | +11.4% | -21.6% | -19.7% |
| YTD | -1.4% | +13.1% | -14.5% | -13.0% |
| 1Y | +58.5% | +19.0% | +39.5% | +32.9% |
| 3Y | +36.9% | +73.9% | -37.0% | -21.0% |
| 5Y | +60.5% | +65.4% | -4.9% | -5.5% |
| All | +60.5% | +63.7% | -3.2% | -5.5% |
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 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