+377.4%
VT vs BTI
+347.3%
+30.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.5% |
| 7D | +0.4% | -1.4% | +1.8% | +1.1% |
| 30D | +1.0% | -6.6% | +7.6% | +3.9% |
| 3M | +2.4% | -3.0% | +5.4% | +2.9% |
| 6M | +12.0% | -6.7% | +18.7% | +13.9% |
| YTD | +15.3% | +0.6% | +14.8% | +13.1% |
| 1Y | +22.6% | +5.6% | +17.0% | +17.3% |
| 3Y | +74.7% | +110.3% | -35.7% | +18.3% |
| 5Y | +66.1% | +114.3% | -48.1% | +9.4% |
| 10Y | +225.0% | +67.7% | +157.3% | +127.9% |
| All | +377.4% | +347.3% | +30.2% | +72.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling