+219.8%
VT vs BTI
+114.6%
+105.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +3.0% |
| 7D | +0.4% | -2.9% | +3.3% | +1.2% |
| 30D | -2.6% | +8.3% | -10.9% | -5.0% |
| 3M | -3.2% | +2.9% | -6.1% | -4.3% |
| 6M | +0.9% | +6.2% | -5.3% | -1.8% |
| YTD | +11.3% | +10.9% | +0.4% | +6.6% |
| 1Y | +14.0% | +16.6% | -2.6% | +7.4% |
| 3Y | +75.8% | +142.2% | -66.4% | +27.5% |
| 5Y | +57.8% | +151.3% | -93.5% | +11.9% |
| 10Y | +219.8% | +113.9% | +105.9% | +125.5% |
| All | +219.8% | +114.6% | +105.2% | +125.5% |
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