+483.3%
BTG price history and return analytics
+371.8%
+111.5%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.6% |
| 7D | +4.8% | +1.0% | +3.8% | +4.2% |
| 30D | +8.3% | -0.2% | +8.6% | +8.6% |
| 3M | +32.3% | +4.5% | +27.8% | +29.5% |
| 6M | +3.0% | +14.1% | -11.1% | -3.5% |
| YTD | +21.9% | +14.8% | +7.2% | +14.3% |
| 1Y | +28.2% | +21.2% | +7.0% | +16.9% |
| 3Y | +99.9% | +76.6% | +23.3% | +49.9% |
| 5Y | +73.6% | +66.6% | +7.0% | +33.6% |
| 10Y | +136.5% | +222.3% | -85.7% | +30.3% |
| All | +483.3% | +371.8% | +111.5% | +134.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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