+644.6%
VRT vs BTI
+113.6%
+531.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.0% | +3.6% |
| 7D | +13.6% | -1.4% | +15.0% | +13.5% |
| 30D | +6.8% | -7.0% | +13.8% | +6.1% |
| 3M | -3.2% | -6.3% | +3.1% | -4.0% |
| 6M | +20.3% | -2.0% | +22.3% | +19.4% |
| YTD | +79.6% | +0.2% | +79.4% | +78.8% |
| 1Y | +139.0% | +3.8% | +135.2% | +139.9% |
| 3Y | +644.6% | +112.1% | +532.5% | +642.2% |
| All | +644.6% | +113.6% | +531.0% | +642.2% |
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