+50.0%
VG vs BTI
+19.1%
+30.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | -1.0% |
| 7D | -22.0% | -1.0% | -21.0% | -22.1% |
| 30D | -11.6% | +13.0% | -24.6% | -8.5% |
| 3M | -14.9% | +5.3% | -20.2% | -13.4% |
| 6M | -3.5% | +5.3% | -8.8% | -1.3% |
| YTD | +70.0% | +12.4% | +57.6% | +68.2% |
| 1Y | +50.0% | +18.9% | +31.0% | +38.6% |
| All | +50.0% | +19.1% | +30.9% | +38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling