+26.7%
BETZ price history and return analytics
+139.3%
-112.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.4% |
| 7D | +0.3% | -0.1% | +0.4% | +0.4% |
| 30D | +1.0% | -0.7% | +1.6% | +1.8% |
| 3M | -1.4% | +4.0% | -5.4% | -6.9% |
| 6M | +4.6% | +12.3% | -7.7% | -11.3% |
| YTD | -8.4% | +14.0% | -22.4% | -24.0% |
| 1Y | -19.6% | +20.3% | -39.9% | -38.1% |
| 3Y | +17.1% | +75.4% | -58.3% | -47.9% |
| 5Y | -35.4% | +66.0% | -101.4% | -67.8% |
| All | +26.7% | +139.3% | -112.6% | -61.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling