+73.3%
VZ vs BTI
+128.6%
-55.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.9% | -3.2% | +4.2% | +1.7% |
| 30D | +6.9% | +9.7% | -2.7% | +4.6% |
| 3M | +0.6% | +11.1% | -10.4% | -1.9% |
| 6M | +0.3% | -1.2% | +1.5% | +0.4% |
| YTD | +21.9% | +12.7% | +9.2% | +17.9% |
| 1Y | +21.7% | +15.8% | +5.9% | +16.9% |
| 3Y | +58.5% | +148.9% | -90.4% | +26.2% |
| 5Y | +22.4% | +151.9% | -129.5% | -3.3% |
| All | +73.3% | +128.6% | -55.3% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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