+147.4%
BTI vs VLTO
+70.6%
+76.8%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.7% | +1.3% |
| 7D | +1.6% | +1.0% | +0.7% | +1.5% |
| 30D | +9.2% | +17.5% | -8.2% | +6.4% |
| 3M | +9.6% | +21.4% | -11.8% | +6.3% |
| 6M | -2.4% | +38.1% | -40.6% | -6.9% |
| YTD | +14.2% | +19.0% | -4.8% | +10.9% |
| 1Y | +20.3% | +20.7% | -0.4% | +16.5% |
| 3Y | +147.4% | +64.3% | +83.1% | +130.5% |
| All | +147.4% | +70.6% | +76.8% | +130.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling