+40.1%
VG vs BTSG
+106.9%
-66.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.0% | -0.6% | +2.6% |
| 7D | -8.3% | +4.4% | -12.7% | -7.9% |
| 30D | -10.3% | +8.5% | -18.8% | -9.6% |
| 3M | -10.8% | +10.8% | -21.5% | -10.1% |
| 6M | +3.5% | +26.1% | -22.6% | +6.3% |
| YTD | +74.0% | +84.6% | -10.7% | +71.1% |
| All | +40.1% | +106.9% | -66.7% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling