+480.0%
BTG vs VT
+346.0%
+134.0%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.3% |
| 7D | +17.4% | -2.3% | +19.7% | +18.9% |
| 30D | +8.0% | -5.0% | +13.0% | +11.3% |
| 3M | +32.5% | -4.9% | +37.4% | +36.9% |
| 6M | +21.6% | -1.5% | +23.1% | +23.6% |
| YTD | +21.2% | +8.5% | +12.7% | +17.5% |
| 1Y | +43.9% | +11.4% | +32.5% | +37.8% |
| 3Y | +78.6% | +70.1% | +8.5% | +37.2% |
| 5Y | +48.8% | +53.7% | -4.9% | +19.9% |
| 10Y | +136.8% | +220.0% | -83.1% | +31.5% |
| All | +480.0% | +346.0% | +134.0% | +140.9% |
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