+3.1%
BTI vs VFC
-14.7%
+17.9%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.5% | +1.0% |
| 7D | -2.0% | -3.3% | +1.3% | -1.9% |
| 30D | -3.4% | -14.0% | +10.6% | -3.0% |
| 3M | -9.0% | -22.6% | +13.6% | -8.4% |
| 6M | -5.0% | -24.7% | +19.7% | -4.7% |
| YTD | -0.3% | -29.0% | +28.6% | 0.0% |
| 1Y | +3.1% | -13.8% | +16.9% | +3.0% |
| All | +3.1% | -14.7% | +17.9% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling