+20.2%
VZ vs BIL
+19.4%
+0.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -0.9% |
| 7D | +2.1% | -0.3% | +2.4% | +2.2% |
| 30D | +1.4% | 0.0% | +1.4% | +1.2% |
| 3M | -1.3% | +0.3% | -1.6% | -2.3% |
| 6M | -0.5% | +1.2% | -1.8% | -2.9% |
| YTD | +19.6% | +2.5% | +17.2% | +15.4% |
| 1Y | +22.4% | +3.0% | +19.3% | +17.3% |
| 3Y | +55.9% | +13.2% | +42.7% | +59.4% |
| All | +20.2% | +19.4% | +0.8% | +50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling