+89.6%
VRT vs BTSG
+113.2%
-23.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.5% | +2.1% | +3.0% |
| 7D | -8.4% | -3.3% | -5.1% | -7.0% |
| 30D | -10.9% | -1.6% | -9.3% | -10.2% |
| 3M | -13.7% | -6.9% | -6.8% | -13.7% |
| 6M | -4.1% | +42.1% | -46.2% | -24.6% |
| YTD | +58.7% | +56.8% | +1.9% | +17.9% |
| 1Y | +89.6% | +109.8% | -20.2% | +20.1% |
| All | +89.6% | +113.2% | -23.5% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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