+13.8%
VRT vs BTG
+24.4%
-10.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +8.7% | -21.6% | -15.4% |
| 7D | -15.4% | -0.2% | -15.2% | -15.6% |
| 30D | -19.0% | -0.8% | -18.2% | -18.9% |
| 3M | -23.8% | +31.8% | -55.7% | -31.1% |
| 6M | -37.9% | +20.4% | -58.3% | -42.6% |
| YTD | +27.0% | +14.7% | +12.2% | +14.4% |
| 1Y | +13.8% | +29.4% | -15.6% | -5.7% |
| All | +13.8% | +24.4% | -10.6% | -5.7% |
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