+433.9%
BTSG vs VCLT
+3.7%
+430.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.4% | +1.4% |
| 7D | -3.3% | -1.4% | -1.9% | -2.1% |
| 30D | -1.6% | -1.2% | -0.4% | -0.6% |
| 3M | -6.9% | -4.8% | -2.1% | -3.1% |
| 6M | +42.1% | -2.6% | +44.7% | +45.7% |
| YTD | +56.8% | -3.3% | +60.2% | +61.5% |
| 1Y | +109.8% | -4.8% | +114.6% | +118.3% |
| All | +433.9% | +3.7% | +430.3% | +425.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded VCLT 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling