-33.7%
BETZ price history and return analytics
+65.7%
-99.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.2% |
| 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% | -8.4% |
| 6M | +4.9% | +12.5% | -7.6% | -10.9% |
| YTD | -7.7% | +14.1% | -21.8% | -23.1% |
| 1Y | -18.7% | +18.9% | -37.7% | -36.1% |
| 3Y | +17.9% | +74.1% | -56.2% | -46.4% |
| All | -33.7% | +65.7% | -99.4% | -66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling