+78.1%
VOO vs BTI
+149.4%
-71.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.4% |
| 7D | +2.6% | +1.6% | +0.9% | +2.5% |
| 30D | -2.0% | +9.2% | -11.2% | -2.5% |
| 3M | -2.8% | +9.6% | -12.4% | -3.3% |
| 6M | +2.2% | -2.4% | +4.6% | +2.6% |
| YTD | +11.5% | +14.2% | -2.7% | +10.2% |
| 1Y | +13.5% | +20.3% | -6.8% | +11.7% |
| 3Y | +78.1% | +147.4% | -69.3% | +60.3% |
| All | +78.1% | +149.4% | -71.3% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling