+1,959.1%
VGT vs BTG
+370.1%
+1,589.0%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.9% |
| 7D | -1.0% | -5.8% | +4.8% | -0.7% |
| 30D | -0.4% | +5.7% | -6.2% | -0.8% |
| 3M | +6.6% | +38.1% | -31.5% | +4.4% |
| 6M | +31.0% | +0.3% | +30.7% | +30.4% |
| YTD | +27.2% | +19.9% | +7.3% | +25.2% |
| 1Y | +34.5% | +24.6% | +9.9% | +31.8% |
| 3Y | +123.1% | +96.6% | +26.5% | +111.8% |
| 5Y | +135.1% | +77.7% | +57.4% | +123.2% |
| 10Y | +803.4% | +150.7% | +652.7% | +735.6% |
| All | +1,959.1% | +370.1% | +1,589.0% | +1,730.9% |
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