+458.7%
BTSGU vs VT
+57.6%
+401.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +4.9% |
| 7D | +4.1% | +0.4% | +3.8% | +4.0% |
| 30D | +8.4% | -2.6% | +11.0% | +11.0% |
| 3M | +10.6% | -3.2% | +13.8% | +13.8% |
| 6M | +26.2% | +0.9% | +25.3% | +24.5% |
| YTD | +84.0% | +11.3% | +72.7% | +65.6% |
| 1Y | +106.3% | +14.0% | +92.3% | +81.8% |
| All | +458.7% | +57.6% | +401.1% | +317.3% |
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 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