+3.1%
BTI vs VLTO
-10.5%
+13.6%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.2% |
| 7D | -2.0% | -4.5% | +2.5% | -1.2% |
| 30D | -3.4% | -4.6% | +1.2% | -2.6% |
| 3M | -9.0% | +13.3% | -22.3% | -9.7% |
| 6M | -5.0% | +2.1% | -7.1% | -5.1% |
| YTD | -0.3% | -6.1% | +5.7% | +1.0% |
| 1Y | +3.1% | -11.4% | +14.5% | +5.9% |
| All | +3.1% | -10.5% | +13.6% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling