+25.8%
VZ vs BITO
-7.1%
+32.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | -1.0% | +1.1% | -2.0% | -1.0% |
| 30D | +5.8% | +21.8% | -16.0% | +5.5% |
| 3M | +10.5% | +25.0% | -14.5% | +10.2% |
| 6M | +1.8% | +11.3% | -9.6% | +1.6% |
| YTD | +28.3% | -12.7% | +41.0% | +28.5% |
| 1Y | +22.0% | -32.3% | +54.3% | +22.8% |
| 3Y | +81.8% | +150.3% | -68.5% | +71.3% |
| All | +25.8% | -7.1% | +32.9% | +18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling