+32.1%
BTG vs VLTO
-10.6%
+42.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.9% |
| 7D | +2.4% | -2.6% | +5.0% | +3.1% |
| 30D | +9.5% | -2.5% | +11.9% | +10.2% |
| 3M | +38.5% | +10.1% | +28.4% | +35.0% |
| 6M | +5.6% | +1.0% | +4.6% | +6.9% |
| YTD | +23.9% | -4.8% | +28.7% | +25.4% |
| 1Y | +32.1% | -9.3% | +41.5% | +37.5% |
| All | +32.1% | -10.6% | +42.7% | +37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling