+84.5%
VTR vs BTG
+78.0%
+6.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | -0.3% | -3.8% | +3.4% | +0.1% |
| 30D | +1.1% | +3.6% | -2.5% | +0.6% |
| 3M | +7.9% | +32.0% | -24.1% | +4.3% |
| 6M | +6.2% | +3.4% | +2.8% | +5.0% |
| YTD | +17.7% | +20.8% | -3.1% | +13.2% |
| 1Y | +32.9% | +22.4% | +10.5% | +26.6% |
| 3Y | +129.7% | +91.7% | +38.0% | +98.8% |
| All | +84.5% | +78.0% | +6.5% | +64.8% |
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