+117.0%
BTI vs VIG
+61.5%
+55.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.4% | +1.2% |
| 7D | -2.0% | -2.2% | +0.2% | -0.9% |
| 30D | -3.4% | -3.2% | -0.2% | -1.9% |
| 3M | -9.0% | +3.0% | -12.0% | -10.3% |
| 6M | -5.0% | +8.1% | -13.1% | -8.5% |
| YTD | -0.3% | +9.1% | -9.4% | -4.4% |
| 1Y | +3.1% | +12.6% | -9.5% | -2.6% |
| 3Y | +111.0% | +55.4% | +55.6% | +67.1% |
| 5Y | +117.0% | +62.8% | +54.2% | +61.0% |
| All | +117.0% | +61.5% | +55.6% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling