+28.0%
VZ vs BITO
-8.3%
+36.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.9% | -3.4% | +4.4% | +1.0% |
| 30D | +7.7% | +21.4% | -13.7% | +7.5% |
| 3M | +9.7% | +20.5% | -10.8% | +9.4% |
| 6M | +3.1% | +7.4% | -4.3% | +3.0% |
| YTD | +30.5% | -13.9% | +44.4% | +30.8% |
| 1Y | +22.5% | -35.1% | +57.6% | +23.4% |
| 3Y | +82.4% | +156.8% | -74.5% | +71.6% |
| All | +28.0% | -8.3% | +36.3% | +20.6% |
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