+27.6%
BETZ price history and return analytics
+139.3%
-111.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.3% |
| 7D | -0.1% | -1.1% | +1.1% | +1.4% |
| 30D | +1.2% | -1.0% | +2.2% | +2.5% |
| 3M | -4.4% | +3.2% | -7.5% | -8.6% |
| 6M | +4.9% | +12.5% | -7.6% | -11.3% |
| YTD | -7.7% | +14.1% | -21.8% | -23.5% |
| 1Y | -18.7% | +18.9% | -37.7% | -36.5% |
| 3Y | +17.9% | +74.1% | -56.2% | -46.9% |
| 5Y | -34.1% | +66.9% | -100.9% | -67.4% |
| All | +27.6% | +139.3% | -111.7% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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