+111.3%
BTG vs VLTO
+26.2%
+85.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.0% | -2.7% |
| 7D | +4.8% | -1.6% | +6.4% | +5.2% |
| 30D | +8.3% | -2.9% | +11.2% | +9.0% |
| 3M | +32.3% | +12.7% | +19.6% | +29.0% |
| 6M | +3.0% | +1.6% | +1.4% | +2.7% |
| YTD | +21.9% | -4.0% | +25.9% | +22.5% |
| 1Y | +28.2% | -10.2% | +38.3% | +30.3% |
| All | +111.3% | +26.2% | +85.2% | +106.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling