+76.5%
VUG vs BTG
+75.0%
+1.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.2% |
| 7D | -1.9% | -5.5% | +3.6% | -1.2% |
| 30D | -1.6% | +6.1% | -7.7% | -2.3% |
| 3M | +4.4% | +38.6% | -34.3% | -0.1% |
| 6M | +13.2% | +0.7% | +12.5% | +12.0% |
| YTD | +7.5% | +20.3% | -12.8% | +3.6% |
| 1Y | +12.5% | +25.0% | -12.6% | +7.1% |
| 3Y | +86.0% | +97.3% | -11.3% | +62.5% |
| 5Y | +76.5% | +78.3% | -1.8% | +56.2% |
| All | +76.5% | +75.0% | +1.5% | +56.2% |
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 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