+518.7%
VTV vs BTG
+371.8%
+147.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.6% |
| 7D | -2.1% | -5.5% | +3.4% | -1.8% |
| 30D | -1.3% | +6.1% | -7.4% | -1.6% |
| 3M | +5.6% | +38.6% | -33.0% | +3.8% |
| 6M | +12.4% | +0.7% | +11.7% | +11.9% |
| YTD | +17.6% | +20.3% | -2.7% | +16.0% |
| 1Y | +23.5% | +25.0% | -1.6% | +21.3% |
| 3Y | +67.0% | +97.3% | -30.3% | +59.6% |
| 5Y | +80.5% | +78.3% | +2.2% | +72.4% |
| 10Y | +230.6% | +151.6% | +79.0% | +206.0% |
| All | +518.7% | +371.8% | +147.0% | +422.6% |
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