+544.5%
BTI vs VIG
+617.8%
-73.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | +0.2% |
| 7D | -1.4% | -0.4% | -1.0% | -1.1% |
| 30D | -7.0% | -2.1% | -5.0% | -5.6% |
| 3M | -6.3% | +3.3% | -9.7% | -8.7% |
| 6M | -2.0% | +9.3% | -11.2% | -8.4% |
| YTD | +0.2% | +10.1% | -10.0% | -6.9% |
| 1Y | +3.8% | +14.7% | -10.9% | -6.5% |
| 3Y | +112.1% | +56.9% | +55.1% | +48.2% |
| 5Y | +113.6% | +62.9% | +50.7% | +42.7% |
| 10Y | +69.6% | +241.3% | -171.7% | -39.2% |
| All | +544.5% | +617.8% | -73.3% | +22.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling