+72.6%
VZ vs BTG
+164.8%
-92.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.4% |
| 7D | +1.5% | -9.1% | +10.5% | +1.7% |
| 30D | +4.4% | -1.6% | +6.0% | +4.3% |
| 3M | -2.4% | -2.8% | +0.4% | -2.4% |
| 6M | +1.4% | -7.6% | +9.0% | +1.4% |
| YTD | +21.4% | +10.2% | +11.2% | +20.1% |
| 1Y | +20.3% | +21.3% | -1.0% | +18.5% |
| 3Y | +57.4% | +82.7% | -25.3% | +50.7% |
| 5Y | +21.9% | +30.8% | -8.9% | +17.6% |
| All | +72.6% | +164.8% | -92.2% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling