+426.2%
BTSG vs VTEB
+4.3%
+421.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.7% | -5.9% | -5.6% |
| 7D | -5.8% | -1.2% | -4.6% | -4.1% |
| 30D | 0.0% | -2.9% | +2.9% | +4.1% |
| 3M | -4.5% | -3.2% | -1.3% | -0.1% |
| 6M | +40.0% | -2.6% | +42.7% | +45.4% |
| YTD | +54.6% | -1.8% | +56.4% | +59.1% |
| 1Y | +106.1% | +0.2% | +105.9% | +107.7% |
| All | +426.2% | +4.3% | +421.9% | +407.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling