+389.6%
BTSGU vs VT
+63.3%
+326.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.9% | +0.4% | -1.4% | -1.3% |
| 30D | -3.6% | +1.0% | -4.5% | -4.4% |
| 3M | +5.9% | +2.4% | +3.5% | +3.5% |
| 6M | +43.9% | +12.0% | +31.9% | +28.8% |
| YTD | +61.2% | +15.3% | +45.9% | +40.7% |
| 1Y | +146.3% | +22.6% | +123.7% | +104.0% |
| All | +389.6% | +63.3% | +326.3% | +254.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling