+124.3%
BTSG vs VCLT
-4.7%
+128.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | +6.0% | -2.3% | +8.3% | +8.6% |
| 30D | +12.4% | +0.8% | +11.7% | +10.7% |
| 3M | +18.2% | -2.7% | +20.9% | +22.5% |
| 6M | +26.0% | -4.3% | +30.3% | +33.7% |
| YTD | +90.1% | -4.3% | +94.5% | +100.7% |
| 1Y | +124.3% | -4.4% | +128.6% | +136.8% |
| All | +124.3% | -4.7% | +128.9% | +136.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling