+57.2%
VZ vs BTG
+101.8%
-44.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.2% | -4.4% | +0.8% |
| 7D | +2.2% | +19.1% | -16.8% | +2.4% |
| 30D | +10.6% | +8.2% | +2.4% | +10.6% |
| 3M | -0.6% | +13.3% | -13.9% | -0.6% |
| 6M | +0.7% | +8.1% | -7.4% | +0.8% |
| YTD | +20.6% | +27.5% | -6.9% | +19.5% |
| 1Y | +22.7% | +47.1% | -24.4% | +20.7% |
| 3Y | +57.2% | +105.8% | -48.5% | +47.6% |
| All | +57.2% | +101.8% | -44.6% | +47.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling