+146.2%
BTI vs ROIV
+292.3%
-146.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +1.2% |
| 7D | -0.1% | +14.3% | -14.4% | -0.5% |
| 30D | +9.6% | +16.2% | -6.6% | +9.2% |
| 3M | +8.3% | +15.1% | -6.8% | +7.8% |
| 6M | +7.5% | +44.2% | -36.7% | +6.3% |
| YTD | +12.3% | +89.8% | -77.6% | +10.0% |
| 1Y | +16.2% | +94.6% | -78.4% | +13.7% |
| 3Y | +148.0% | +367.5% | -219.5% | +136.3% |
| 5Y | +153.2% | +421.4% | -268.1% | +130.8% |
| All | +146.2% | +292.3% | -146.1% | +119.9% |
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