+210.5%
VZ vs BIL
+30.3%
+180.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +5.6% | -0.3% | +5.9% | +4.9% |
| 30D | +1.9% | 0.0% | +1.9% | +1.8% |
| 3M | +0.8% | +0.3% | +0.5% | +1.6% |
| 6M | +0.6% | +1.2% | -0.6% | +3.9% |
| YTD | +20.8% | +2.4% | +18.3% | +28.8% |
| 1Y | +23.9% | +3.0% | +20.9% | +34.4% |
| 3Y | +55.7% | +13.1% | +42.6% | +121.7% |
| 5Y | +21.5% | +19.4% | +2.1% | +104.6% |
| 10Y | +68.5% | +25.2% | +43.3% | +229.9% |
| All | +210.5% | +30.3% | +180.2% | +516.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling