+13.8%
VRT vs BTI
+24.7%
-10.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.4% | -16.3% | -12.1% |
| 7D | -15.4% | +5.3% | -20.7% | -14.4% |
| 30D | -19.0% | +19.1% | -38.0% | -16.8% |
| 3M | -23.8% | +6.5% | -30.3% | -22.0% |
| 6M | -37.9% | +9.4% | -47.3% | -38.6% |
| YTD | +27.0% | +14.4% | +12.6% | +21.6% |
| 1Y | +13.8% | +23.9% | -10.1% | +3.4% |
| All | +13.8% | +24.7% | -10.9% | +3.4% |
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