+715.8%
VTV vs BTI
+1,214.1%
-498.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.3% |
| 7D | -0.7% | -2.4% | +1.8% | +0.3% |
| 30D | -0.5% | -4.8% | +4.3% | +1.4% |
| 3M | +5.3% | -8.1% | +13.4% | +8.4% |
| 6M | +12.9% | -4.2% | +17.1% | +13.6% |
| YTD | +18.5% | -1.3% | +19.8% | +17.5% |
| 1Y | +25.3% | +2.1% | +23.2% | +22.2% |
| 3Y | +68.2% | +108.9% | -40.7% | +18.5% |
| 5Y | +80.6% | +114.5% | -33.8% | +23.9% |
| 10Y | +232.9% | +72.2% | +160.7% | +137.6% |
| All | +715.8% | +1,214.1% | -498.3% | +179.0% |
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