-38.0%
VG vs BTI
+62.7%
-100.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.0% |
| 7D | -2.5% | -1.4% | -1.1% | -2.9% |
| 30D | +11.1% | -7.0% | +18.1% | +8.9% |
| 3M | +14.9% | -6.3% | +21.2% | +13.2% |
| 6M | +18.4% | -2.0% | +20.3% | +18.8% |
| YTD | +116.6% | +0.2% | +116.4% | +116.4% |
| 1Y | +9.4% | +3.8% | +5.6% | +10.9% |
| All | -38.0% | +62.7% | -100.7% | -20.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling