+71.6%
VZ vs BTI
+124.3%
-52.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | +0.9% | -3.0% | +4.0% | +1.7% |
| 30D | +8.9% | +9.8% | -0.8% | +6.5% |
| 3M | +0.1% | +9.2% | -9.1% | -2.1% |
| 6M | +1.9% | +4.0% | -2.1% | +0.7% |
| YTD | +22.0% | +12.7% | +9.3% | +18.0% |
| 1Y | +22.1% | +15.9% | +6.2% | +17.3% |
| 3Y | +58.7% | +148.9% | -90.3% | +26.3% |
| 5Y | +22.3% | +152.8% | -130.4% | -3.5% |
| 10Y | +71.6% | +124.2% | -52.6% | +32.4% |
| All | +71.6% | +124.3% | -52.6% | +32.4% |
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