+547.4%
BTSG vs VT
+57.2%
+490.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | +6.0% | +2.4% | +3.7% | +3.2% |
| 30D | +12.4% | -1.5% | +13.9% | +14.1% |
| 3M | +18.2% | -4.1% | +22.4% | +23.8% |
| 6M | +26.0% | +0.6% | +25.5% | +24.4% |
| YTD | +90.1% | +11.0% | +79.1% | +66.7% |
| 1Y | +124.3% | +13.3% | +110.9% | +91.8% |
| All | +547.4% | +57.2% | +490.2% | +331.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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