+150.2%
VSAT vs BTG
+38.4%
+111.9%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.4% | +6.4% | +5.4% |
| 7D | +11.8% | -0.9% | +12.7% | +12.0% |
| 30D | -7.0% | +36.8% | -43.9% | -16.0% |
| 3M | +3.3% | +23.1% | -19.8% | -3.6% |
| 6M | +57.4% | +3.5% | +54.0% | +55.1% |
| YTD | +118.6% | +25.5% | +93.1% | +95.4% |
| 1Y | +150.2% | +40.1% | +110.1% | +123.4% |
| All | +150.2% | +38.4% | +111.9% | +123.4% |
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