+6,857.8%
BTI vs VSH
+1,390.4%
+5,467.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.2% | +5.6% | +1.8% |
| 7D | +1.6% | +14.3% | -12.7% | +0.3% |
| 30D | +9.2% | -7.9% | +17.1% | +9.4% |
| 3M | +9.6% | -19.9% | +29.5% | +10.7% |
| 6M | -2.4% | -30.5% | +28.1% | -1.8% |
| YTD | +14.2% | +85.7% | -71.4% | +3.9% |
| 1Y | +20.3% | +98.9% | -78.6% | +8.6% |
| 3Y | +147.4% | +32.1% | +115.3% | +127.2% |
| 5Y | +155.4% | +39.7% | +115.8% | +131.2% |
| 10Y | +127.3% | +117.6% | +9.7% | +92.9% |
| All | +6,857.8% | +1,390.4% | +5,467.4% | +3,791.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling