+369.7%
BTI vs VIVK
-100.0%
+469.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | +1.0% |
| 7D | -2.0% | -9.5% | +7.5% | -2.0% |
| 30D | -3.4% | -35.1% | +31.7% | -3.4% |
| 3M | -9.0% | -93.4% | +84.4% | -9.0% |
| 6M | -5.0% | -98.0% | +93.0% | -5.0% |
| YTD | -0.3% | -97.9% | +97.5% | -0.3% |
| 1Y | +3.1% | -100.0% | +103.1% | +3.2% |
| 3Y | +111.0% | -100.0% | +210.9% | +111.0% |
| 5Y | +117.0% | -100.0% | +217.0% | +117.1% |
| 10Y | +73.9% | -100.0% | +173.9% | +74.0% |
| All | +369.7% | -100.0% | +469.7% | +366.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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