+116.4%
BTI vs ROIV
+298.2%
-181.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.5% |
| 7D | -2.4% | +22.3% | -24.7% | -3.0% |
| 30D | -4.8% | +16.9% | -21.6% | -5.2% |
| 3M | -8.1% | +43.9% | -52.0% | -9.1% |
| 6M | -4.2% | +41.6% | -45.8% | -5.2% |
| YTD | -1.3% | +92.7% | -94.0% | -3.3% |
| 1Y | +2.1% | +210.2% | -208.0% | -1.4% |
| 3Y | +108.9% | +231.8% | -122.9% | +100.3% |
| 5Y | +114.5% | +319.8% | -205.3% | +94.1% |
| All | +116.4% | +298.2% | -181.8% | +93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling