-97.7%
BTOG vs VT
+23.4%
-121.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.0% | -5.8% | -7.7% |
| 7D | -37.7% | +0.1% | -37.9% | -37.9% |
| 30D | -43.9% | +0.8% | -44.7% | -44.8% |
| 3M | -74.6% | +2.8% | -77.4% | -76.4% |
| 6M | -80.6% | +13.0% | -93.6% | -86.6% |
| YTD | -95.7% | +15.4% | -111.1% | -97.5% |
| All | -97.7% | +23.4% | -121.0% | -99.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling