+224.6%
VT vs BTI
+124.3%
+100.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.8% | +1.0% |
| 7D | -0.7% | -3.0% | +2.4% | +0.1% |
| 30D | -1.7% | +9.8% | -11.5% | -4.5% |
| 3M | -2.3% | +9.2% | -11.5% | -5.1% |
| 6M | +1.5% | +4.0% | -2.5% | -0.5% |
| YTD | +12.0% | +12.7% | -0.6% | +6.7% |
| 1Y | +12.9% | +15.9% | -3.1% | +6.5% |
| 3Y | +74.9% | +148.9% | -74.0% | +25.5% |
| 5Y | +59.9% | +152.8% | -92.8% | +13.0% |
| 10Y | +224.6% | +124.2% | +100.4% | +122.1% |
| All | +224.6% | +124.3% | +100.4% | +122.1% |
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