+71.4%
BTI vs VSH
+196.4%
-125.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.1% | -5.4% | +0.1% |
| 7D | -0.2% | +4.8% | -5.0% | -0.7% |
| 30D | -1.1% | -0.7% | -0.4% | -1.1% |
| 3M | -8.8% | -43.1% | +34.3% | -4.1% |
| 6M | -4.0% | +91.8% | -95.7% | -15.3% |
| YTD | +0.4% | +131.6% | -131.3% | -13.9% |
| 1Y | +1.9% | +118.1% | -116.2% | -12.3% |
| 3Y | +108.5% | +40.9% | +67.6% | +88.6% |
| 5Y | +118.5% | +75.8% | +42.8% | +84.1% |
| All | +71.4% | +196.4% | -125.0% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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