+170.2%
VEA vs BTI
+371.7%
-201.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.1% |
| 7D | +0.3% | -2.4% | +2.7% | +1.5% |
| 30D | +0.4% | -4.8% | +5.2% | +2.7% |
| 3M | +4.8% | -8.1% | +12.9% | +8.2% |
| 6M | +11.3% | -4.2% | +15.4% | +11.9% |
| YTD | +17.4% | -1.3% | +18.7% | +16.1% |
| 1Y | +26.2% | +2.1% | +24.1% | +22.3% |
| 3Y | +77.7% | +108.9% | -31.2% | +16.8% |
| 5Y | +60.9% | +114.5% | -53.5% | +2.4% |
| 10Y | +163.6% | +72.2% | +91.3% | +76.2% |
| All | +170.2% | +371.7% | -201.5% | -12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling