+479.2%
BTSGU price history and return analytics
+57.6%
+421.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | +9.1% | +2.9% | +6.2% | +6.4% |
| 30D | +15.9% | -2.5% | +18.4% | +18.6% |
| 3M | +19.7% | -3.3% | +23.0% | +23.2% |
| 6M | +29.1% | +1.5% | +27.6% | +26.6% |
| YTD | +90.7% | +11.4% | +79.4% | +71.6% |
| 1Y | +109.5% | +11.9% | +97.6% | +87.7% |
| All | +479.2% | +57.6% | +421.6% | +332.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling