+71.4%
BTI vs VEU
+155.0%
-83.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.4% | 0.0% |
| 7D | -0.2% | -1.4% | +1.2% | +0.7% |
| 30D | -1.1% | -0.4% | -0.7% | -0.9% |
| 3M | -8.8% | +2.5% | -11.3% | -10.6% |
| 6M | -4.0% | +11.1% | -15.1% | -11.2% |
| YTD | +0.4% | +16.5% | -16.2% | -10.2% |
| 1Y | +1.9% | +22.9% | -21.0% | -12.1% |
| 3Y | +108.5% | +73.4% | +35.1% | +39.5% |
| 5Y | +118.5% | +56.1% | +62.4% | +56.5% |
| All | +71.4% | +155.0% | -83.5% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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