+145.5%
BTSG vs VLTO
-9.1%
+154.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.2% |
| 7D | +5.7% | -1.6% | +7.3% | +6.1% |
| 30D | +0.2% | -2.9% | +3.1% | +0.8% |
| 3M | +5.6% | +12.7% | -7.0% | +1.1% |
| 6M | +50.8% | +1.6% | +49.2% | +51.1% |
| YTD | +67.0% | -4.0% | +71.0% | +70.9% |
| 1Y | +145.5% | -10.2% | +155.7% | +154.5% |
| All | +145.5% | -9.1% | +154.7% | +154.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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