+6,024.9%
BTI vs VFC
+845.1%
+5,179.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -1.5% |
| 7D | -1.4% | -1.6% | +0.2% | -1.2% |
| 30D | -6.6% | -11.6% | +5.0% | -5.0% |
| 3M | -3.0% | -18.1% | +15.1% | -0.7% |
| 6M | -6.7% | -27.4% | +20.7% | -3.2% |
| YTD | +0.6% | -24.8% | +25.4% | +3.5% |
| 1Y | +5.6% | -8.2% | +13.8% | +4.7% |
| 3Y | +110.3% | -29.1% | +139.4% | +100.2% |
| 5Y | +114.3% | -79.2% | +193.4% | +151.8% |
| 10Y | +67.7% | -68.1% | +135.8% | +74.5% |
| All | +6,024.9% | +845.1% | +5,179.7% | +3,332.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling