+60.4%
VTI vs BTSG
+389.4%
-329.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.6% |
| 7D | -0.9% | -3.3% | +2.4% | -0.5% |
| 30D | -1.4% | -1.6% | +0.1% | -1.3% |
| 3M | +3.6% | -6.9% | +10.5% | +3.9% |
| 6M | +13.6% | +42.1% | -28.5% | +6.3% |
| YTD | +12.9% | +56.8% | -43.9% | +3.9% |
| 1Y | +17.2% | +109.8% | -92.6% | +3.1% |
| All | +60.4% | +389.4% | -329.0% | +24.6% |
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