+41.8%
BTGD vs VT
+39.6%
+2.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | +1.8% | +0.4% | +1.4% | +1.2% |
| 30D | +25.6% | +1.0% | +24.7% | +23.9% |
| 3M | +15.9% | +2.4% | +13.5% | +12.3% |
| 6M | -15.2% | +12.0% | -27.2% | -28.6% |
| YTD | -18.8% | +15.3% | -34.2% | -33.6% |
| 1Y | -25.1% | +22.6% | -47.7% | -42.9% |
| All | +41.8% | +39.6% | +2.3% | -1.5% |
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