+313.7%
IVV vs BTI
+67.8%
+245.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +0.5% | -1.4% | +1.9% | +0.9% |
| 30D | -1.0% | -7.0% | +6.1% | +1.0% |
| 3M | +3.9% | -6.3% | +10.2% | +5.3% |
| 6M | +14.5% | -2.0% | +16.5% | +14.1% |
| YTD | +12.9% | +0.2% | +12.7% | +11.6% |
| 1Y | +19.4% | +3.8% | +15.6% | +16.5% |
| 3Y | +78.8% | +112.1% | -33.3% | +36.2% |
| 5Y | +82.2% | +113.6% | -31.4% | +37.0% |
| 10Y | +313.7% | +69.6% | +244.0% | +214.7% |
| All | +313.7% | +67.8% | +245.9% | +214.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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