+84.3%
VZ vs BITO
+152.0%
-67.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.5% |
| 7D | +0.2% | +1.5% | -1.3% | +0.3% |
| 30D | +7.1% | +20.0% | -12.9% | +7.6% |
| 3M | +12.8% | +22.8% | -9.9% | +13.4% |
| 6M | +1.8% | +13.1% | -11.3% | +2.2% |
| YTD | +30.0% | -12.5% | +42.4% | +30.0% |
| 1Y | +24.3% | -32.6% | +56.9% | +24.0% |
| 3Y | +84.3% | +151.0% | -66.8% | +71.4% |
| All | +84.3% | +152.0% | -67.7% | +71.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling