+468.7%
BTSG vs VIG
+44.9%
+423.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +4.1% |
| 7D | +5.7% | -0.4% | +6.2% | +6.3% |
| 30D | +0.2% | -2.1% | +2.3% | +3.1% |
| 3M | +5.6% | +3.3% | +2.3% | +1.2% |
| 6M | +50.8% | +9.3% | +41.5% | +33.9% |
| YTD | +67.0% | +10.1% | +56.9% | +47.2% |
| 1Y | +145.5% | +14.7% | +130.8% | +105.6% |
| All | +468.7% | +44.9% | +423.9% | +288.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling