+1,216.9%
VST vs BTI
+72.2%
+1,144.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.8% |
| 7D | +8.9% | -1.4% | +10.3% | +9.3% |
| 30D | +6.2% | -6.6% | +12.8% | +8.1% |
| 3M | -2.7% | -3.0% | +0.3% | -2.8% |
| 6M | -8.4% | -6.7% | -1.7% | -7.6% |
| YTD | -7.2% | +0.6% | -7.8% | -8.7% |
| 1Y | -20.9% | +5.6% | -26.5% | -23.5% |
| 3Y | +384.0% | +110.3% | +273.7% | +262.1% |
| 5Y | +757.1% | +114.3% | +642.8% | +527.0% |
| All | +1,216.9% | +72.2% | +1,144.6% | +827.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling