+23.3%
VZ vs BTSG
+106.9%
-83.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.9% |
| 7D | +2.2% | +4.4% | -2.1% | +2.5% |
| 30D | +10.6% | +8.5% | +2.1% | +11.0% |
| 3M | -0.6% | +10.8% | -11.4% | -0.2% |
| 6M | +0.7% | +26.1% | -25.4% | +3.2% |
| YTD | +20.6% | +84.6% | -64.0% | +30.0% |
| All | +23.3% | +106.9% | -83.6% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling