+1,112.0%
VST vs BTI
+115.4%
+996.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -3.5% | +14.0% | +11.4% |
| 7D | -9.8% | -1.0% | -8.8% | -9.8% |
| 30D | -25.1% | +13.0% | -38.1% | -28.0% |
| 3M | -11.6% | +5.3% | -16.9% | -13.5% |
| 6M | -20.9% | +5.3% | -26.2% | -23.3% |
| YTD | -22.3% | +12.4% | -34.7% | -26.3% |
| 1Y | -32.0% | +18.9% | -51.0% | -36.7% |
| 3Y | +262.4% | +144.0% | +118.3% | +157.3% |
| 5Y | +563.4% | +156.3% | +407.1% | +354.1% |
| All | +1,112.0% | +115.4% | +996.6% | +747.9% |
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