+1,968.6%
V vs BTG
+392.0%
+1,576.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.9% |
| 7D | -1.7% | -0.9% | -0.8% | -1.7% |
| 30D | +2.0% | +36.8% | -34.9% | +0.8% |
| 3M | +17.4% | +23.1% | -5.7% | +16.3% |
| 6M | +17.5% | +3.5% | +14.0% | +17.0% |
| YTD | +7.6% | +25.5% | -17.9% | +6.2% |
| 1Y | +7.7% | +40.1% | -32.4% | +5.7% |
| 3Y | +54.7% | +101.1% | -46.5% | +48.8% |
| 5Y | +73.0% | +70.6% | +2.5% | +66.8% |
| 10Y | +390.9% | +152.1% | +238.7% | +363.4% |
| All | +1,968.6% | +392.0% | +1,576.6% | +1,771.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling