+573.1%
VRT vs BTG
+99.9%
+473.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.7% | -11.3% | -10.0% |
| 7D | +2.4% | +2.4% | 0.0% | +1.8% |
| 30D | -2.7% | +9.5% | -12.2% | -4.9% |
| 3M | -9.2% | +38.5% | -47.7% | -16.7% |
| 6M | -0.5% | +5.6% | -6.2% | -3.4% |
| YTD | +62.3% | +23.9% | +38.4% | +51.7% |
| 1Y | +109.6% | +32.1% | +77.4% | +92.3% |
| All | +573.1% | +99.9% | +473.2% | +452.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling