+19.5%
BTGD vs VT
+31.0%
-11.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.3% | +2.9% |
| 7D | -5.0% | -4.2% | -0.8% | +2.7% |
| 30D | -15.3% | -5.8% | -9.5% | -5.5% |
| 3M | +5.9% | -5.2% | +11.1% | +17.4% |
| 6M | -25.9% | +0.1% | -26.1% | -24.6% |
| YTD | -31.6% | +8.2% | -39.8% | -37.1% |
| 1Y | -38.9% | +10.1% | -49.0% | -44.9% |
| All | +19.5% | +31.0% | -11.5% | -6.6% |
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