+426.2%
BTSG price history and return analytics
+60.0%
+366.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.9% | -5.8% | -5.6% |
| 7D | -5.8% | -2.0% | -3.8% | -3.4% |
| 30D | 0.0% | -1.4% | +1.4% | +1.7% |
| 3M | -4.5% | +4.7% | -9.2% | -9.6% |
| 6M | +40.0% | +11.4% | +28.7% | +22.6% |
| YTD | +54.6% | +13.1% | +41.5% | +33.2% |
| 1Y | +106.1% | +19.0% | +87.1% | +67.5% |
| All | +426.2% | +60.0% | +366.1% | +244.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling