+65.5%
VZ vs BTI
+114.6%
-49.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.1% |
| 7D | +2.2% | -2.9% | +5.2% | +3.0% |
| 30D | +10.6% | +8.3% | +2.3% | +8.5% |
| 3M | -0.6% | +2.9% | -3.5% | -1.4% |
| 6M | +0.7% | +6.2% | -5.5% | -0.9% |
| YTD | +20.6% | +10.9% | +9.7% | +17.1% |
| 1Y | +22.7% | +16.6% | +6.2% | +17.7% |
| 3Y | +57.2% | +142.2% | -85.0% | +25.8% |
| 5Y | +21.4% | +151.3% | -129.9% | -4.2% |
| 10Y | +65.5% | +113.9% | -48.4% | +28.3% |
| All | +65.5% | +114.6% | -49.1% | +28.3% |
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