+70.6%
VZ vs BTG
+144.7%
-74.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +7.1% | +0.7% |
| 7D | +2.4% | +13.0% | -10.6% | +2.1% |
| 30D | +11.2% | +1.1% | +10.0% | +11.1% |
| 3M | 0.0% | +5.3% | -5.3% | -0.3% |
| 6M | +1.3% | +1.1% | +0.2% | +1.0% |
| YTD | +21.3% | +19.2% | +2.1% | +19.7% |
| 1Y | +23.9% | +31.5% | -7.5% | +21.9% |
| 3Y | +57.7% | +94.3% | -36.6% | +50.9% |
| 5Y | +21.2% | +41.8% | -20.6% | +16.6% |
| 10Y | +70.6% | +162.9% | -92.3% | +62.1% |
| All | +70.6% | +144.7% | -74.2% | +62.1% |
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