+64.9%
VUG vs BTSG
+416.6%
-351.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | +0.1% | +2.9% | -2.8% | -0.3% |
| 30D | -1.7% | +0.9% | -2.6% | -1.9% |
| 3M | +2.8% | +1.6% | +1.2% | +1.7% |
| 6M | +13.6% | +46.8% | -33.2% | +5.4% |
| YTD | +8.1% | +65.5% | -57.5% | -1.8% |
| 1Y | +13.1% | +136.2% | -123.2% | -3.0% |
| All | +64.9% | +416.6% | -351.7% | +27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling