+117.9%
BTSG vs VIG
+19.5%
+98.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -2.8% |
| 7D | +17.4% | +2.7% | +14.6% | +13.0% |
| 30D | +12.6% | +7.0% | +5.6% | +1.8% |
| 3M | +11.2% | +4.0% | +7.2% | +5.1% |
| 6M | +30.4% | +12.3% | +18.1% | +9.4% |
| YTD | +86.4% | +16.4% | +70.0% | +48.4% |
| 1Y | +117.9% | +19.2% | +98.7% | +64.9% |
| All | +117.9% | +19.5% | +98.4% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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