+92.5%
VRT vs BTI
+1.8%
+90.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.5% | -8.1% | -9.7% |
| 7D | +2.4% | -2.4% | +4.8% | +2.2% |
| 30D | -2.7% | -4.8% | +2.1% | -3.0% |
| 3M | -9.2% | -8.1% | -1.1% | -10.5% |
| 6M | -0.5% | -4.2% | +3.7% | -3.8% |
| YTD | +62.3% | -1.3% | +63.6% | +57.8% |
| All | +92.5% | +1.8% | +90.7% | +90.4% |
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