+96.3%
VTR vs BTI
+73.8%
+22.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.8% |
| 7D | -0.3% | -0.2% | -0.1% | -0.2% |
| 30D | +1.1% | -1.1% | +2.2% | +1.5% |
| 3M | +7.9% | -8.8% | +16.7% | +11.9% |
| 6M | +6.2% | -4.0% | +10.1% | +7.4% |
| YTD | +17.7% | +0.4% | +17.4% | +16.6% |
| 1Y | +32.9% | +1.9% | +31.0% | +30.3% |
| 3Y | +129.7% | +108.5% | +21.2% | +60.0% |
| 5Y | +89.3% | +118.5% | -29.2% | +27.1% |
| All | +96.3% | +73.8% | +22.6% | +33.5% |
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