+6,207.8%
BTI vs VICR
+11,731.3%
-5,523.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.9% | +3.4% | -1.2% |
| 7D | -2.4% | +1.3% | -3.7% | -2.5% |
| 30D | -4.8% | -11.9% | +7.2% | -4.2% |
| 3M | -8.1% | -35.1% | +27.0% | -6.5% |
| 6M | -4.2% | +8.1% | -12.3% | -6.7% |
| YTD | -1.3% | +67.8% | -69.1% | -7.1% |
| 1Y | +2.1% | +267.3% | -265.2% | -9.3% |
| 3Y | +108.9% | +191.2% | -82.3% | +82.7% |
| 5Y | +114.5% | +48.1% | +66.4% | +89.3% |
| 10Y | +72.2% | +1,546.1% | -1,473.9% | +22.3% |
| All | +6,207.8% | +11,731.3% | -5,523.5% | +2,999.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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