+433.9%
BTSG vs VO
+45.7%
+388.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.5% |
| 7D | -3.3% | -1.5% | -1.8% | -1.4% |
| 30D | -1.6% | -3.0% | +1.4% | +2.4% |
| 3M | -6.9% | +2.8% | -9.7% | -9.8% |
| 6M | +42.1% | +10.9% | +31.2% | +25.1% |
| YTD | +56.8% | +12.5% | +44.4% | +36.0% |
| 1Y | +109.8% | +12.0% | +97.9% | +83.3% |
| All | +433.9% | +45.7% | +388.2% | +278.9% |
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