+6,002.7%
BTI vs VSH
+1,656.4%
+4,346.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | -0.3% |
| 7D | -1.4% | +6.2% | -7.6% | -1.9% |
| 30D | -7.0% | -11.1% | +4.1% | -6.2% |
| 3M | -6.3% | -44.9% | +38.6% | -2.2% |
| 6M | -2.0% | +90.0% | -91.9% | -9.9% |
| YTD | +0.2% | +118.8% | -118.6% | -9.4% |
| 1Y | +3.8% | +109.0% | -105.2% | -6.0% |
| 3Y | +112.1% | +35.6% | +76.4% | +96.4% |
| 5Y | +113.6% | +66.7% | +46.9% | +91.9% |
| 10Y | +69.6% | +167.9% | -98.3% | +42.5% |
| All | +6,002.7% | +1,656.4% | +4,346.3% | +3,293.6% |
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