+73.0%
VT vs BTI
+147.6%
-74.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.6% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | -3.1% | +9.6% | -12.6% | -3.8% |
| 3M | -3.5% | +8.3% | -11.8% | -4.2% |
| 6M | +0.5% | +7.5% | -7.0% | -0.5% |
| YTD | +10.8% | +12.3% | -1.5% | +9.1% |
| 1Y | +11.9% | +16.2% | -4.3% | +9.8% |
| 3Y | +73.0% | +148.0% | -75.0% | +51.2% |
| All | +73.0% | +147.6% | -74.6% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling