+20.4%
VZ vs BTG
+48.8%
-28.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.0% |
| 7D | +2.1% | +17.4% | -15.2% | +1.7% |
| 30D | +1.4% | +8.0% | -6.6% | +1.0% |
| 3M | -1.3% | +32.5% | -33.8% | -2.5% |
| 6M | -0.5% | +21.6% | -22.1% | -1.6% |
| YTD | +19.6% | +21.2% | -1.6% | +17.1% |
| 1Y | +22.4% | +43.9% | -21.5% | +18.1% |
| 3Y | +55.9% | +78.6% | -22.7% | +43.9% |
| All | +20.4% | +48.8% | -28.4% | +10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling