+128.2%
BTI vs VT
+217.6%
-89.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.5% |
| 7D | -0.1% | -0.1% | 0.0% | -0.2% |
| 30D | +9.6% | -3.1% | +12.6% | +11.3% |
| 3M | +8.3% | -3.5% | +11.8% | +10.2% |
| 6M | +7.5% | +0.5% | +7.0% | +6.3% |
| YTD | +12.3% | +10.8% | +1.5% | +4.6% |
| 1Y | +16.2% | +11.9% | +4.3% | +7.6% |
| 3Y | +148.0% | +73.0% | +75.0% | +70.2% |
| 5Y | +153.2% | +58.6% | +94.6% | +82.5% |
| 10Y | +128.2% | +219.2% | -90.9% | -3.1% |
| All | +128.2% | +217.6% | -89.4% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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