+112.0%
VSH vs BTG
+38.4%
+73.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.4% | +5.8% | +4.8% |
| 7D | +4.1% | -0.9% | +4.9% | +4.2% |
| 30D | -4.2% | +36.8% | -41.0% | -13.0% |
| 3M | -50.0% | +23.1% | -73.1% | -53.5% |
| 6M | +80.2% | +3.5% | +76.7% | +71.9% |
| YTD | +121.1% | +25.5% | +95.6% | +99.4% |
| 1Y | +112.0% | +40.1% | +71.9% | +98.8% |
| All | +112.0% | +38.4% | +73.6% | +98.8% |
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