+202.0%
BTZ price history and return analytics
+368.8%
-166.8%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | -0.9% | -0.1% | -0.8% | -0.8% |
| 30D | -2.8% | -0.7% | -2.1% | -2.4% |
| 3M | +0.2% | +4.0% | -3.8% | -2.2% |
| 6M | +1.4% | +12.3% | -10.9% | -5.5% |
| YTD | -2.5% | +14.0% | -16.6% | -10.1% |
| 1Y | -1.9% | +20.3% | -22.3% | -12.4% |
| 3Y | +30.4% | +75.4% | -45.1% | -7.9% |
| 5Y | +0.8% | +66.0% | -65.2% | -27.4% |
| 10Y | +65.0% | +228.2% | -163.2% | -27.1% |
| All | +202.0% | +368.8% | -166.8% | -8.3% |
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