+26.8%
VZ vs BITO
-5.0%
+31.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.9% |
| 7D | +0.1% | +2.9% | -2.8% | 0.0% |
| 30D | +7.9% | +22.6% | -14.7% | +7.6% |
| 3M | +13.6% | +24.7% | -11.0% | +13.3% |
| 6M | +1.1% | +7.5% | -6.4% | +1.0% |
| YTD | +29.3% | -10.8% | +40.1% | +29.5% |
| 1Y | +21.2% | -29.9% | +51.1% | +22.0% |
| 3Y | +75.9% | +158.9% | -83.0% | +65.6% |
| All | +26.8% | -5.0% | +31.8% | +19.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling