+57.5%
VT vs BTG
+30.0%
+27.6%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | +2.4% | -9.1% | +11.4% | +3.6% |
| 30D | -1.5% | -1.6% | +0.1% | -1.5% |
| 3M | -4.1% | -2.8% | -1.3% | -4.2% |
| 6M | +0.6% | -7.6% | +8.2% | +0.6% |
| YTD | +11.0% | +10.2% | +0.8% | +7.4% |
| 1Y | +13.3% | +21.3% | -7.9% | +8.1% |
| 3Y | +73.4% | +82.7% | -9.3% | +50.7% |
| All | +57.5% | +30.0% | +27.6% | +47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling