+458.8%
V vs BTI
+124.3%
+334.5%
-36.4%
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 | -2.3% | -3.0% | +0.7% | -1.4% |
| 30D | +9.5% | +9.8% | -0.2% | +6.1% |
| 3M | +17.5% | +9.2% | +8.3% | +14.0% |
| 6M | +32.2% | +4.0% | +28.1% | +29.7% |
| YTD | +22.3% | +12.7% | +9.6% | +16.1% |
| 1Y | +26.8% | +15.9% | +10.9% | +19.0% |
| 3Y | +77.5% | +148.9% | -71.5% | +22.6% |
| 5Y | +110.1% | +152.8% | -42.7% | +42.4% |
| 10Y | +458.8% | +124.2% | +334.5% | +235.7% |
| All | +458.8% | +124.3% | +334.5% | +235.7% |
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