+23.3%
VZ vs BTDR
-71.2%
+94.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.9% | -9.1% | +1.3% |
| 7D | +2.2% | +7.1% | -4.9% | +2.8% |
| 30D | +10.6% | -31.4% | +41.9% | +8.9% |
| 3M | -0.6% | -39.2% | +38.6% | -2.3% |
| 6M | +0.7% | -50.9% | +51.7% | -1.2% |
| YTD | +20.6% | -41.0% | +61.6% | +20.7% |
| All | +23.3% | -71.2% | +94.5% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 1y: compounded portfolio wealth divided by compounded BTDR 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…
1y analysis · Full analysis span regression · 6 months rolling