+68.1%
VTRS vs BTI
+3.5%
+64.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | -2.2% | -0.2% | -2.0% | -2.2% |
| 30D | +3.3% | -1.1% | +4.4% | +3.5% |
| 3M | +2.0% | -8.8% | +10.8% | +3.2% |
| 6M | +19.9% | -4.0% | +23.9% | +21.1% |
| YTD | +35.7% | +0.4% | +35.4% | +34.5% |
| 1Y | +68.1% | +1.9% | +66.2% | +66.7% |
| All | +68.1% | +3.5% | +64.6% | +66.7% |
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