+645.9%
VST vs BTI
+151.5%
+494.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +19.2% | -3.2% | +22.4% | +19.2% |
| 30D | -17.2% | +9.7% | -26.8% | -17.8% |
| 3M | -8.1% | +11.1% | -19.2% | -9.0% |
| 6M | -8.1% | -1.2% | -6.9% | -7.9% |
| YTD | -16.3% | +12.7% | -28.9% | -18.1% |
| 1Y | -24.1% | +15.8% | -39.9% | -26.1% |
| 3Y | +300.2% | +148.9% | +151.3% | +229.6% |
| 5Y | +645.9% | +151.9% | +494.0% | +485.0% |
| All | +645.9% | +151.5% | +494.4% | +485.0% |
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