+40.9%
VSH vs BTG
+94.8%
-53.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.4% | +5.8% | +6.1% |
| 7D | +4.8% | -3.8% | +8.5% | +5.7% |
| 30D | -0.7% | +3.6% | -4.3% | -1.6% |
| 3M | -43.1% | +32.0% | -75.1% | -46.8% |
| 6M | +91.8% | +3.4% | +88.4% | +86.3% |
| YTD | +131.6% | +20.8% | +110.8% | +117.6% |
| 1Y | +118.1% | +22.4% | +95.7% | +103.8% |
| 3Y | +40.9% | +91.7% | -50.8% | +17.4% |
| All | +40.9% | +94.8% | -53.9% | +17.4% |
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 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