+193.9%
BTZ price history and return analytics
+356.5%
-162.6%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | -1.6% | +2.4% | -4.0% | -2.9% |
| 30D | +2.1% | -1.5% | +3.7% | +3.0% |
| 3M | -6.0% | -4.1% | -1.9% | -3.8% |
| 6M | -3.0% | +0.6% | -3.5% | -3.6% |
| YTD | -5.2% | +11.0% | -16.2% | -11.2% |
| 1Y | -5.2% | +13.3% | -18.5% | -12.3% |
| 3Y | +32.3% | +73.4% | -41.1% | -6.0% |
| 5Y | -0.9% | +57.4% | -58.3% | -26.3% |
| 10Y | +71.6% | +221.7% | -150.1% | -23.4% |
| All | +193.9% | +356.5% | -162.6% | -9.5% |
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