+463.5%
BTSG vs VO
+45.9%
+417.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | +0.1% |
| 7D | +2.9% | -0.6% | +3.5% | +3.6% |
| 30D | +0.9% | -1.9% | +2.8% | +3.4% |
| 3M | +1.6% | +3.3% | -1.6% | -2.1% |
| 6M | +46.8% | +9.7% | +37.1% | +30.9% |
| YTD | +65.5% | +12.6% | +52.9% | +43.2% |
| 1Y | +136.2% | +13.6% | +122.6% | +102.5% |
| All | +463.5% | +45.9% | +417.6% | +299.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling