+117.0%
BTI vs VSAT
+50.0%
+67.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.9% |
| 7D | -2.0% | +3.4% | -5.4% | -2.1% |
| 30D | -3.4% | -12.2% | +8.8% | -3.1% |
| 3M | -9.0% | +20.6% | -29.6% | -10.0% |
| 6M | -5.0% | +60.2% | -65.2% | -7.4% |
| YTD | -0.3% | +115.3% | -115.6% | -4.1% |
| 1Y | +3.1% | +154.6% | -151.4% | -1.6% |
| 3Y | +111.0% | +211.2% | -100.2% | +95.8% |
| 5Y | +117.0% | +52.7% | +64.4% | +104.7% |
| All | +117.0% | +50.0% | +67.0% | +104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 5y: compounded portfolio wealth divided by compounded VSAT 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…
5y analysis · Full analysis span regression · 6 months rolling