+106.6%
BTG vs VLTO
+56.3%
+50.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.1% | -6.6% | -6.5% |
| 7D | +13.0% | +1.6% | +11.4% | +12.7% |
| 30D | +1.1% | +22.0% | -20.8% | -2.3% |
| 3M | +5.3% | +21.9% | -16.6% | +1.7% |
| 6M | +1.1% | +36.5% | -35.5% | -4.7% |
| YTD | +19.2% | +19.0% | +0.2% | +15.3% |
| 1Y | +31.5% | +21.0% | +10.5% | +26.7% |
| 3Y | +94.3% | +69.9% | +24.4% | +85.9% |
| All | +106.6% | +56.3% | +50.3% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling