+151.9%
BTI vs VT
+58.5%
+93.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -3.2% | +2.9% | -6.1% | -4.2% |
| 30D | +9.7% | -2.5% | +12.2% | +10.6% |
| 3M | +11.1% | -3.3% | +14.4% | +12.2% |
| 6M | -1.2% | +1.5% | -2.7% | -2.3% |
| YTD | +12.7% | +11.4% | +1.3% | +7.3% |
| 1Y | +15.8% | +11.9% | +3.9% | +10.1% |
| 3Y | +148.9% | +73.9% | +75.0% | +91.5% |
| 5Y | +151.9% | +57.9% | +94.0% | +93.1% |
| All | +151.9% | +58.5% | +93.4% | +93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling