+6.0%
VWO vs BTI
+24.7%
-18.7%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.4% | -1.7% | +1.7% |
| 7D | -1.3% | +5.3% | -6.6% | -1.3% |
| 30D | -7.1% | +19.1% | -26.2% | -7.4% |
| 3M | -6.1% | +6.5% | -12.6% | -5.9% |
| 6M | -3.9% | +9.4% | -13.3% | -4.6% |
| YTD | +5.0% | +14.4% | -9.4% | +3.9% |
| 1Y | +6.0% | +23.9% | -17.9% | +3.1% |
| All | +6.0% | +24.7% | -18.7% | +3.1% |
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