+684.4%
VTI vs BTG
+370.1%
+314.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.4% |
| 7D | -2.0% | -5.8% | +3.8% | -1.7% |
| 30D | -1.9% | +5.7% | -7.7% | -2.3% |
| 3M | +4.5% | +38.1% | -33.6% | +2.5% |
| 6M | +12.6% | +0.3% | +12.3% | +12.0% |
| YTD | +12.0% | +19.9% | -7.9% | +10.2% |
| 1Y | +17.3% | +24.6% | -7.3% | +15.0% |
| 3Y | +75.3% | +96.6% | -21.3% | +66.5% |
| 5Y | +74.0% | +77.7% | -3.7% | +65.2% |
| 10Y | +300.0% | +150.7% | +149.3% | +268.0% |
| All | +684.4% | +370.1% | +314.3% | +553.2% |
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 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