+769.3%
VST vs BTI
+115.0%
+654.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.7% |
| 7D | +8.9% | -1.4% | +10.3% | +9.1% |
| 30D | +6.2% | -6.6% | +12.8% | +7.0% |
| 3M | -2.7% | -3.0% | +0.3% | -3.0% |
| 6M | -8.4% | -6.7% | -1.7% | -8.2% |
| YTD | -7.2% | +0.6% | -7.8% | -8.4% |
| 1Y | -20.9% | +5.6% | -26.5% | -22.6% |
| 3Y | +384.0% | +110.3% | +273.7% | +300.3% |
| All | +769.3% | +115.0% | +654.3% | +534.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling