+114.9%
BTI vs VSH
+66.1%
+48.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.5% |
| 7D | -2.4% | +3.5% | -6.0% | -2.5% |
| 30D | -4.8% | -4.4% | -0.4% | -4.7% |
| 3M | -8.1% | -45.8% | +37.7% | -6.9% |
| 6M | -4.2% | +90.1% | -94.3% | -9.5% |
| YTD | -1.3% | +120.3% | -121.6% | -7.3% |
| 1Y | +2.1% | +112.2% | -110.1% | -4.2% |
| 3Y | +108.9% | +36.6% | +72.3% | +104.7% |
| All | +114.9% | +66.1% | +48.9% | +95.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling