+106.1%
BTSG vs VO
+12.4%
+93.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.9% | -5.7% | -5.3% |
| 7D | -5.8% | -2.5% | -3.3% | -2.2% |
| 30D | 0.0% | -3.2% | +3.2% | +5.0% |
| 3M | -4.5% | +3.9% | -8.4% | -9.1% |
| 6M | +40.0% | +9.6% | +30.4% | +21.6% |
| YTD | +54.6% | +11.6% | +43.0% | +31.0% |
| 1Y | +106.1% | +12.6% | +93.5% | +71.0% |
| All | +106.1% | +12.4% | +93.7% | +71.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling