+2,263.1%
VGT vs BTI
+1,233.9%
+1,029.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | +1.8% | -1.4% | +3.2% | +2.3% |
| 30D | -0.3% | -7.0% | +6.7% | +2.2% |
| 3M | +3.4% | -6.3% | +9.7% | +5.0% |
| 6M | +35.0% | -2.0% | +37.0% | +34.0% |
| YTD | +28.8% | +0.2% | +28.6% | +26.5% |
| 1Y | +38.0% | +3.8% | +34.2% | +33.3% |
| 3Y | +125.8% | +112.1% | +13.7% | +60.0% |
| 5Y | +134.7% | +113.6% | +21.1% | +63.2% |
| 10Y | +792.6% | +69.6% | +723.0% | +550.0% |
| All | +2,263.1% | +1,233.9% | +1,029.2% | +789.5% |
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