+2,723.0%
VRT vs BTG
+190.4%
+2,532.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.4% | +5.8% | +4.6% |
| 7D | +9.1% | -0.9% | +10.0% | +9.2% |
| 30D | +0.9% | +36.8% | -35.9% | -5.6% |
| 3M | -13.4% | +23.1% | -36.5% | -17.4% |
| 6M | +11.7% | +3.5% | +8.2% | +9.4% |
| YTD | +73.2% | +25.5% | +47.7% | +63.3% |
| 1Y | +123.4% | +40.1% | +83.3% | +105.7% |
| 3Y | +606.2% | +101.1% | +505.0% | +494.5% |
| 5Y | +899.9% | +70.6% | +829.3% | +743.5% |
| All | +2,723.0% | +190.4% | +2,532.7% | +2,195.9% |
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