+219.2%
VT vs BTI
+125.1%
+94.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.8% |
| 7D | -0.1% | -0.1% | 0.0% | -0.2% |
| 30D | -3.1% | +9.6% | -12.6% | -5.8% |
| 3M | -3.5% | +8.3% | -11.8% | -6.0% |
| 6M | +0.5% | +7.5% | -7.0% | -2.6% |
| YTD | +10.8% | +12.3% | -1.5% | +5.7% |
| 1Y | +11.9% | +16.2% | -4.3% | +5.5% |
| 3Y | +73.0% | +148.0% | -75.0% | +24.3% |
| 5Y | +58.6% | +153.2% | -94.6% | +12.0% |
| 10Y | +219.2% | +128.2% | +90.9% | +121.1% |
| All | +219.2% | +125.1% | +94.1% | +121.1% |
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