+403.8%
BTI vs VT
+346.0%
+57.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.6% |
| 7D | -1.0% | -2.3% | +1.3% | +0.4% |
| 30D | +13.0% | -5.0% | +17.9% | +16.4% |
| 3M | +3.7% | -4.9% | +8.6% | +6.7% |
| 6M | +3.7% | -1.5% | +5.2% | +3.8% |
| YTD | +10.6% | +8.5% | +2.1% | +4.0% |
| 1Y | +17.1% | +11.4% | +5.7% | +8.2% |
| 3Y | +140.2% | +70.1% | +70.1% | +65.2% |
| 5Y | +152.2% | +53.7% | +98.5% | +83.0% |
| 10Y | +111.9% | +220.0% | -108.1% | -7.6% |
| All | +403.8% | +346.0% | +57.8% | +77.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling