+60.3%
BTZ price history and return analytics
+229.8%
-169.5%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.9% |
| 7D | -2.5% | -1.1% | -1.4% | -2.1% |
| 30D | -4.5% | -1.0% | -3.5% | -4.1% |
| 3M | -1.9% | +3.2% | -5.1% | -3.2% |
| 6M | -0.3% | +12.5% | -12.8% | -5.1% |
| YTD | -4.4% | +14.1% | -18.5% | -9.6% |
| 1Y | -4.1% | +18.9% | -23.0% | -10.8% |
| 3Y | +28.1% | +74.1% | -46.0% | +1.3% |
| 5Y | -1.4% | +66.9% | -68.2% | -21.4% |
| All | +60.3% | +229.8% | -169.5% | -2.7% |
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