-34.9%
VST vs BTI
+24.7%
-59.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +3.4% | -17.2% | -13.1% |
| 7D | -15.7% | +5.3% | -21.0% | -14.8% |
| 30D | -17.0% | +19.1% | -36.1% | -15.0% |
| 3M | -15.9% | +6.5% | -22.4% | -14.2% |
| 6M | -25.0% | +9.4% | -34.4% | -25.5% |
| YTD | -25.1% | +14.4% | -39.5% | -30.5% |
| 1Y | -34.9% | +23.9% | -58.8% | -40.7% |
| All | -34.9% | +24.7% | -59.5% | -40.7% |
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