+908.7%
VZ vs BTI
+6,777.2%
-5,868.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.5% | -0.2% |
| 7D | +2.1% | -1.0% | +3.2% | +2.3% |
| 30D | +1.4% | +13.0% | -11.6% | -1.1% |
| 3M | -1.3% | +5.3% | -6.6% | -2.3% |
| 6M | -0.5% | +5.3% | -5.8% | -1.7% |
| YTD | +19.6% | +12.4% | +7.3% | +16.5% |
| 1Y | +22.4% | +18.9% | +3.4% | +17.7% |
| 3Y | +55.9% | +144.0% | -88.2% | +29.4% |
| 5Y | +20.4% | +156.3% | -135.8% | -1.5% |
| 10Y | +66.9% | +115.3% | -48.4% | +37.5% |
| All | +908.7% | +6,777.2% | -5,868.5% | +408.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling