+500.4%
BTG vs VT
+374.2%
+126.2%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -0.9% | +0.4% | -1.3% | -1.1% |
| 30D | +36.8% | +1.0% | +35.9% | +36.3% |
| 3M | +23.1% | +2.4% | +20.7% | +22.0% |
| 6M | +3.5% | +12.0% | -8.5% | -2.1% |
| YTD | +25.5% | +15.3% | +10.2% | +17.3% |
| 1Y | +40.1% | +22.6% | +17.5% | +27.0% |
| 3Y | +101.1% | +74.7% | +26.4% | +51.6% |
| 5Y | +70.6% | +66.1% | +4.4% | +31.5% |
| 10Y | +152.1% | +225.0% | -72.9% | +38.3% |
| All | +500.4% | +374.2% | +126.2% | +140.3% |
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