+150.5%
BTI vs ROIV
+276.5%
-126.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.5% | +1.4% |
| 7D | +1.6% | +1.7% | 0.0% | +1.6% |
| 30D | +9.2% | +17.6% | -8.3% | +8.8% |
| 3M | +9.6% | +9.0% | +0.7% | +9.3% |
| 6M | -2.4% | +35.3% | -37.7% | -3.4% |
| YTD | +14.2% | +82.2% | -67.9% | +12.0% |
| 1Y | +20.3% | +92.3% | -72.0% | +17.7% |
| 3Y | +147.4% | +336.8% | -189.4% | +136.1% |
| 5Y | +155.4% | +370.6% | -215.2% | +133.1% |
| All | +150.5% | +276.5% | -126.0% | +124.0% |
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