+95.0%
VGT vs BTSG
+389.4%
-294.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.9% |
| 7D | -0.2% | -3.3% | +3.1% | +0.4% |
| 30D | -0.4% | -1.6% | +1.2% | -0.3% |
| 3M | +4.4% | -6.9% | +11.3% | +5.1% |
| 6M | +32.1% | +42.1% | -10.0% | +21.8% |
| YTD | +28.8% | +56.8% | -28.0% | +16.5% |
| 1Y | +35.3% | +109.8% | -74.5% | +15.8% |
| All | +95.0% | +389.4% | -294.5% | +44.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling