+442.9%
BTI vs VEU
+190.9%
+252.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | -1.4% | +1.7% | -3.0% | -2.4% |
| 30D | -7.0% | +1.0% | -8.0% | -7.7% |
| 3M | -6.3% | +5.6% | -11.9% | -9.9% |
| 6M | -2.0% | +13.7% | -15.6% | -10.3% |
| YTD | +0.2% | +17.7% | -17.5% | -10.3% |
| 1Y | +3.8% | +25.8% | -22.0% | -11.0% |
| 3Y | +112.1% | +77.1% | +35.0% | +44.9% |
| 5Y | +113.6% | +57.1% | +56.5% | +55.9% |
| 10Y | +69.6% | +149.8% | -80.2% | -8.1% |
| All | +442.9% | +190.9% | +252.0% | +144.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling