+349.1%
VT vs BTG
+480.0%
-131.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.2% | +0.1% |
| 7D | -2.3% | +17.4% | -19.7% | -3.5% |
| 30D | -5.0% | +8.0% | -13.0% | -5.6% |
| 3M | -4.9% | +32.5% | -37.4% | -7.1% |
| 6M | -1.5% | +21.6% | -23.1% | -3.4% |
| YTD | +8.5% | +21.2% | -12.7% | +6.0% |
| 1Y | +11.4% | +43.9% | -32.5% | +7.5% |
| 3Y | +70.1% | +78.6% | -8.5% | +59.8% |
| 5Y | +53.7% | +48.8% | +4.9% | +45.0% |
| 10Y | +220.0% | +136.8% | +83.1% | +185.8% |
| All | +349.1% | +480.0% | -131.0% | +202.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling