+433.9%
BTSG vs VTEB
+4.6%
+429.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.0% |
| 7D | -3.3% | -0.9% | -2.4% | -2.0% |
| 30D | -1.6% | -2.5% | +0.9% | +1.9% |
| 3M | -6.9% | -3.0% | -3.9% | -3.0% |
| 6M | +42.1% | -2.1% | +44.2% | +46.6% |
| YTD | +56.8% | -1.5% | +58.3% | +60.7% |
| 1Y | +109.8% | +0.2% | +109.7% | +111.3% |
| All | +433.9% | +4.6% | +429.3% | +412.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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