+30.7%
VZ vs BTSG
+493.4%
-462.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | +1.5% | +6.0% | -4.6% | +1.6% |
| 30D | +4.4% | +12.4% | -8.0% | +4.5% |
| 3M | -2.4% | +18.2% | -20.6% | -2.1% |
| 6M | +1.4% | +26.0% | -24.6% | +1.8% |
| YTD | +21.4% | +90.1% | -68.7% | +22.7% |
| 1Y | +20.3% | +124.3% | -104.0% | +21.5% |
| All | +30.7% | +493.4% | -462.7% | +26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling