+23.4%
VZ vs BTDR
+23.8%
-0.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.9% | -4.8% | -0.8% |
| 7D | +0.1% | +20.0% | -19.9% | +0.5% |
| 30D | +7.9% | +11.9% | -4.0% | +8.3% |
| 3M | +13.6% | -36.9% | +50.6% | +13.1% |
| 6M | +1.1% | +56.5% | -55.4% | +2.6% |
| YTD | +29.3% | +10.4% | +18.9% | +30.6% |
| 1Y | +21.2% | +3.1% | +18.2% | +22.8% |
| 3Y | +75.9% | -2.6% | +78.5% | +82.0% |
| 5Y | +24.1% | +25.2% | -1.1% | +28.1% |
| All | +23.4% | +23.8% | -0.4% | +27.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling