+67.7%
V vs BTG
+75.0%
-7.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.4% |
| 7D | -2.9% | +2.4% | -5.3% | -3.0% |
| 30D | +1.9% | +9.5% | -7.6% | +1.4% |
| 3M | +13.2% | +38.5% | -25.3% | +11.2% |
| 6M | +16.7% | +5.6% | +11.1% | +16.2% |
| YTD | +5.4% | +23.9% | -18.5% | +3.4% |
| 1Y | +7.7% | +32.1% | -24.5% | +4.5% |
| 3Y | +52.0% | +103.2% | -51.2% | +39.5% |
| 5Y | +67.7% | +79.7% | -12.0% | +59.4% |
| All | +67.7% | +75.0% | -7.3% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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