+58.7%
VSH vs BTSG
+389.4%
-330.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.7% | +5.7% |
| 7D | +4.8% | -3.3% | +8.1% | +5.8% |
| 30D | -0.7% | -1.6% | +0.9% | -0.5% |
| 3M | -43.1% | -6.9% | -36.2% | -42.2% |
| 6M | +91.8% | +42.1% | +49.7% | +70.8% |
| YTD | +131.6% | +56.8% | +74.8% | +100.6% |
| 1Y | +118.1% | +109.8% | +8.3% | +74.5% |
| All | +58.7% | +389.4% | -330.7% | -1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling