+566.9%
VTRS vs BTI
+6,041.1%
-5,474.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | -2.2% | -0.2% | -2.0% | -2.1% |
| 30D | +3.3% | -1.1% | +4.4% | +3.5% |
| 3M | +2.0% | -8.8% | +10.8% | +4.0% |
| 6M | +19.9% | -4.0% | +23.9% | +20.6% |
| YTD | +35.7% | +0.4% | +35.4% | +34.9% |
| 1Y | +68.1% | +1.9% | +66.2% | +66.3% |
| 3Y | +87.1% | +108.5% | -21.4% | +55.5% |
| 5Y | +47.6% | +118.5% | -70.9% | +21.6% |
| 10Y | -48.2% | +75.1% | -123.3% | -56.3% |
| All | +566.9% | +6,041.1% | -5,474.2% | +214.7% |
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 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