+31.4%
BTG vs VT
+57.0%
-25.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | -9.1% | +2.4% | -11.4% | -11.2% |
| 30D | -1.6% | -1.5% | -0.1% | +0.1% |
| 3M | -2.8% | -4.1% | +1.3% | +2.0% |
| 6M | -7.6% | +0.6% | -8.2% | -7.0% |
| YTD | +10.2% | +11.0% | -0.8% | +1.8% |
| 1Y | +21.3% | +13.3% | +7.9% | +10.2% |
| 3Y | +82.7% | +73.4% | +9.3% | +14.6% |
| All | +31.4% | +57.0% | -25.6% | -16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling