+70.3%
BTI vs VO
+197.9%
-127.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.4% |
| 7D | -2.0% | -2.5% | +0.5% | -0.7% |
| 30D | -3.4% | -3.2% | -0.2% | -1.9% |
| 3M | -9.0% | +3.9% | -12.9% | -10.8% |
| 6M | -5.0% | +9.6% | -14.7% | -9.5% |
| YTD | -0.3% | +11.6% | -11.9% | -6.0% |
| 1Y | +3.1% | +12.6% | -9.5% | -3.2% |
| 3Y | +111.0% | +55.4% | +55.6% | +64.5% |
| 5Y | +117.0% | +41.8% | +75.2% | +74.8% |
| All | +70.3% | +197.9% | -127.7% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling