+26.2%
BAC vs VZ
+24.0%
+2.2%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.2% |
| 7D | 0.0% | +0.9% | -0.9% | 0.0% |
| 30D | -2.8% | +7.7% | -10.5% | -2.6% |
| 3M | +14.2% | +9.7% | +4.6% | +14.3% |
| 6M | +30.5% | +3.1% | +27.4% | +30.3% |
| YTD | +15.8% | +30.5% | -14.7% | +15.4% |
| 1Y | +26.2% | +22.5% | +3.7% | +25.7% |
| All | +26.2% | +24.0% | +2.2% | +25.7% |
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