+51.0%
VSH vs BTSG
+416.6%
-365.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.0% |
| 7D | +3.5% | +2.9% | +0.6% | +2.5% |
| 30D | -4.4% | +0.9% | -5.3% | -4.9% |
| 3M | -45.8% | +1.6% | -47.4% | -46.4% |
| 6M | +90.1% | +46.8% | +43.4% | +67.6% |
| YTD | +120.3% | +65.5% | +54.8% | +87.6% |
| 1Y | +112.2% | +136.2% | -24.0% | +64.2% |
| All | +51.0% | +416.6% | -365.6% | -8.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling