+19.1%
VZ vs BITO
-18.9%
+37.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.2% | -0.4% |
| 7D | +1.5% | -9.2% | +10.7% | +1.6% |
| 30D | +4.4% | -15.9% | +20.3% | +4.5% |
| 3M | -2.4% | +7.3% | -9.7% | -2.5% |
| 6M | +1.4% | -15.2% | +16.6% | +1.5% |
| YTD | +21.4% | -23.8% | +45.2% | +21.8% |
| 1Y | +20.3% | -32.2% | +52.5% | +20.9% |
| 3Y | +57.4% | +55.1% | +2.3% | +50.9% |
| 5Y | +21.9% | -16.7% | +38.6% | +14.7% |
| All | +19.1% | -18.9% | +37.9% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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