-1.5%
BAC vs VZ
+24.4%
-26.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.1% | +1.9% | +4.0% |
| 7D | +1.5% | +6.9% | -5.4% | +1.7% |
| 30D | -4.4% | +2.3% | -6.6% | -4.3% |
| 3M | -17.5% | 0.0% | -17.5% | -17.3% |
| 6M | -0.1% | +0.2% | -0.3% | +0.1% |
| YTD | -4.6% | +20.9% | -25.5% | -4.4% |
| 1Y | -1.5% | +25.2% | -26.7% | -1.7% |
| All | -1.5% | +24.4% | -26.0% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 1y: compounded portfolio wealth divided by compounded VZ 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…
1y analysis · Full analysis span regression · 6 months rolling