+470.4%
BTG vs VT
+355.4%
+114.9%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.2% |
| 7D | +13.0% | -0.1% | +13.1% | +13.0% |
| 30D | +1.1% | -3.1% | +4.2% | +3.1% |
| 3M | +5.3% | -3.5% | +8.8% | +7.8% |
| 6M | +1.1% | +0.5% | +0.6% | +1.6% |
| YTD | +19.2% | +10.8% | +8.4% | +14.3% |
| 1Y | +31.5% | +11.9% | +19.6% | +25.5% |
| 3Y | +94.3% | +73.0% | +21.3% | +47.9% |
| 5Y | +41.8% | +58.6% | -16.8% | +12.4% |
| 10Y | +162.9% | +219.2% | -56.3% | +46.1% |
| All | +470.4% | +355.4% | +114.9% | +134.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling