+115.1%
BTI vs VTEB
+25.5%
+89.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | -0.2% | -0.9% | +0.7% | +0.3% |
| 30D | -1.1% | -2.5% | +1.4% | +0.3% |
| 3M | -8.8% | -3.0% | -5.8% | -7.3% |
| 6M | -4.0% | -2.1% | -1.8% | -2.8% |
| YTD | +0.4% | -1.5% | +1.8% | +1.2% |
| 1Y | +1.9% | +0.2% | +1.8% | +1.9% |
| 3Y | +108.5% | +8.6% | +100.0% | +100.0% |
| 5Y | +118.5% | +1.2% | +117.3% | +117.3% |
| 10Y | +75.1% | +18.1% | +57.1% | +74.6% |
| All | +115.1% | +25.5% | +89.6% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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