+121.0%
BTG vs VLTO
+56.1%
+64.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +5.1% |
| 7D | +19.1% | +2.0% | +17.0% | +18.7% |
| 30D | +8.2% | +21.8% | -13.6% | +4.5% |
| 3M | +13.3% | +20.2% | -6.9% | +9.8% |
| 6M | +8.1% | +36.3% | -28.2% | +2.0% |
| YTD | +27.5% | +18.8% | +8.7% | +23.4% |
| 1Y | +47.1% | +20.4% | +26.7% | +41.9% |
| 3Y | +105.8% | +71.9% | +33.9% | +97.4% |
| All | +121.0% | +56.1% | +64.9% | +107.9% |
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