+463.5%
BTSG vs VIG
+44.1%
+419.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.2% |
| 7D | +2.9% | -1.2% | +4.1% | +4.5% |
| 30D | +0.9% | -2.8% | +3.7% | +4.8% |
| 3M | +1.6% | +2.5% | -0.8% | -1.5% |
| 6M | +46.8% | +8.1% | +38.7% | +32.3% |
| YTD | +65.5% | +9.6% | +56.0% | +46.9% |
| 1Y | +136.2% | +14.2% | +122.1% | +99.2% |
| All | +463.5% | +44.1% | +419.4% | +288.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling