+413.1%
BTI price history and return analytics
+357.8%
+55.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | -3.2% | +2.9% | -6.1% | -5.0% |
| 30D | +9.7% | -2.5% | +12.2% | +11.2% |
| 3M | +11.1% | -3.3% | +14.4% | +13.0% |
| 6M | -1.2% | +1.5% | -2.7% | -3.0% |
| YTD | +12.7% | +11.4% | +1.3% | +4.1% |
| 1Y | +15.8% | +11.9% | +3.9% | +6.7% |
| 3Y | +148.9% | +73.9% | +75.0% | +68.8% |
| 5Y | +151.9% | +57.9% | +94.0% | +79.7% |
| 10Y | +124.2% | +222.6% | -98.4% | -2.7% |
| All | +413.1% | +357.8% | +55.3% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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