-22.7%
BTX price history and return analytics
+84.4%
-107.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | +0.4% |
| 7D | +1.7% | -0.1% | +1.8% | +1.9% |
| 30D | +5.0% | -0.7% | +5.7% | +6.1% |
| 3M | +3.0% | +4.0% | -1.0% | -2.2% |
| 6M | +46.6% | +12.3% | +34.3% | +25.1% |
| YTD | +43.7% | +14.0% | +29.7% | +20.1% |
| 1Y | +37.8% | +20.3% | +17.5% | +6.9% |
| 3Y | +65.4% | +75.4% | -10.0% | -26.0% |
| 5Y | -22.7% | +66.0% | -88.7% | -62.3% |
| All | -22.7% | +84.4% | -107.1% | -65.7% |
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