+11.9%
VT vs BTI
+17.4%
-5.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.5% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | -3.1% | +9.6% | -12.6% | -3.5% |
| 3M | -3.5% | +8.3% | -11.8% | -3.8% |
| 6M | +0.5% | +7.5% | -7.0% | -0.6% |
| YTD | +10.8% | +12.3% | -1.5% | +8.8% |
| 1Y | +11.9% | +16.2% | -4.3% | +9.0% |
| All | +11.9% | +17.4% | -5.5% | +9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling