+2,545.5%
VRT vs BTI
+81.8%
+2,463.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.5% | -8.1% | -9.2% |
| 7D | +2.4% | -2.4% | +4.8% | +3.0% |
| 30D | -2.7% | -4.8% | +2.1% | -1.6% |
| 3M | -9.2% | -8.1% | -1.1% | -8.1% |
| 6M | -0.5% | -4.2% | +3.7% | -0.8% |
| YTD | +62.3% | -1.3% | +63.6% | +60.6% |
| 1Y | +109.6% | +2.1% | +107.5% | +105.2% |
| 3Y | +573.1% | +108.9% | +464.2% | +413.1% |
| 5Y | +953.6% | +114.5% | +839.2% | +702.3% |
| All | +2,545.5% | +81.8% | +2,463.7% | +1,783.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling