+72.6%
VZ vs BIL
+26.1%
+46.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.5% |
| 7D | +1.5% | +0.1% | +1.4% | +1.3% |
| 30D | +4.4% | +0.3% | +4.0% | +3.8% |
| 3M | -2.4% | +1.0% | -3.3% | -4.2% |
| 6M | +1.4% | +1.9% | -0.5% | -2.1% |
| YTD | +21.4% | +3.2% | +18.2% | +14.9% |
| 1Y | +20.3% | +3.7% | +16.6% | +13.0% |
| 3Y | +57.4% | +13.8% | +43.5% | +36.8% |
| 5Y | +21.9% | +20.3% | +1.7% | +1.6% |
| All | +72.6% | +26.1% | +46.5% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling