+559.0%
BTSG vs VT
+56.8%
+502.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.5% | +5.3% | +5.4% |
| 7D | +3.8% | -0.1% | +3.9% | +4.0% |
| 30D | +13.7% | -3.1% | +16.8% | +17.6% |
| 3M | +18.0% | -3.5% | +21.5% | +22.6% |
| 6M | +32.2% | +0.5% | +31.7% | +30.6% |
| YTD | +93.6% | +10.8% | +82.8% | +70.1% |
| 1Y | +115.9% | +11.9% | +104.0% | +87.7% |
| All | +559.0% | +56.8% | +502.2% | +340.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling