+19.2%
VIG vs BTG
+24.4%
-5.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.7% | -6.6% | +1.5% |
| 7D | +2.7% | -0.2% | +2.9% | +2.7% |
| 30D | +7.0% | -0.8% | +7.8% | +6.9% |
| 3M | +4.0% | +31.8% | -27.8% | +1.7% |
| 6M | +12.3% | +20.4% | -8.1% | +10.1% |
| YTD | +16.4% | +14.7% | +1.7% | +13.3% |
| 1Y | +19.2% | +29.4% | -10.1% | +13.8% |
| All | +19.2% | +24.4% | -5.1% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling