+117.9%
BTSG vs ITOT
+14.7%
+103.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -1.8% |
| 7D | +17.4% | -0.7% | +18.1% | +18.0% |
| 30D | +12.6% | -1.1% | +13.7% | +13.8% |
| 3M | +11.2% | -0.8% | +12.0% | +12.1% |
| 6M | +30.4% | +7.0% | +23.4% | +17.1% |
| YTD | +86.4% | +13.3% | +73.0% | +54.6% |
| 1Y | +117.9% | +14.8% | +103.1% | +76.9% |
| All | +117.9% | +14.7% | +103.2% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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