+568.1%
VIG vs BTG
+371.8%
+196.3%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.3% |
| 7D | -2.2% | -5.5% | +3.2% | -2.0% |
| 30D | -3.2% | +6.1% | -9.3% | -3.5% |
| 3M | +3.0% | +38.6% | -35.6% | +1.5% |
| 6M | +8.1% | +0.7% | +7.5% | +7.7% |
| YTD | +9.1% | +20.3% | -11.3% | +7.6% |
| 1Y | +12.6% | +25.0% | -12.5% | +10.8% |
| 3Y | +55.4% | +97.3% | -41.9% | +49.2% |
| 5Y | +62.8% | +78.3% | -15.5% | +56.2% |
| 10Y | +246.6% | +151.6% | +95.0% | +224.7% |
| All | +568.1% | +371.8% | +196.3% | +487.6% |
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