-34.9%
BTU price history and return analytics
+189.7%
-224.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | +8.6% | +2.4% | +6.3% | +5.7% |
| 30D | -25.8% | -1.5% | -24.3% | -24.7% |
| 3M | -27.7% | -4.1% | -23.6% | -24.2% |
| 6M | -27.2% | +0.6% | -27.7% | -27.8% |
| YTD | -40.9% | +11.0% | -51.9% | -49.2% |
| 1Y | -39.6% | +13.3% | -52.9% | -49.5% |
| 3Y | -18.7% | +73.4% | -92.1% | -61.0% |
| 5Y | +57.9% | +57.4% | +0.5% | -14.0% |
| All | -34.9% | +189.7% | -224.6% | -83.2% |
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