+65.5%
VZ vs BIL
+25.2%
+40.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -1.0% |
| 7D | +2.1% | -0.3% | +2.4% | +2.4% |
| 30D | +1.4% | 0.0% | +1.4% | +1.3% |
| 3M | -1.3% | +0.3% | -1.6% | -2.1% |
| 6M | -0.5% | +1.2% | -1.8% | -2.9% |
| YTD | +19.6% | +2.5% | +17.2% | +14.7% |
| 1Y | +22.4% | +3.0% | +19.3% | +16.4% |
| 3Y | +55.9% | +13.2% | +42.7% | +38.5% |
| 5Y | +20.4% | +19.4% | +1.0% | +3.3% |
| All | +65.5% | +25.2% | +40.4% | +30.2% |
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