+948.7%
VTI vs BTI
+2,720.8%
-1,772.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | 0.0% |
| 7D | -0.4% | -2.4% | +2.1% | +0.5% |
| 30D | -1.6% | -4.8% | +3.2% | 0.0% |
| 3M | +3.6% | -8.1% | +11.7% | +6.0% |
| 6M | +13.0% | -4.2% | +17.2% | +13.6% |
| YTD | +12.7% | -1.3% | +14.0% | +11.8% |
| 1Y | +18.4% | +2.1% | +16.3% | +15.8% |
| 3Y | +76.4% | +108.9% | -32.5% | +30.9% |
| 5Y | +73.7% | +114.5% | -40.8% | +26.2% |
| 10Y | +302.5% | +72.2% | +230.3% | +202.3% |
| All | +948.7% | +2,720.8% | -1,772.1% | +372.6% |
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