+547.4%
BTSG vs VO
+47.7%
+499.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.4% |
| 7D | +6.0% | +3.1% | +2.9% | +2.1% |
| 30D | +12.4% | +2.2% | +10.2% | +9.3% |
| 3M | +18.2% | -2.5% | +20.7% | +21.9% |
| 6M | +26.0% | +7.0% | +19.1% | +15.8% |
| YTD | +90.1% | +14.0% | +76.2% | +61.8% |
| 1Y | +124.3% | +15.6% | +108.6% | +87.4% |
| All | +547.4% | +47.7% | +499.7% | +350.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling