+72.9%
BAC vs VZ
+26.2%
+46.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | +1.2% | +0.2% | +0.9% | +1.1% |
| 30D | -0.7% | +7.1% | -7.8% | -2.4% |
| 3M | +16.9% | +12.8% | +4.1% | +13.3% |
| 6M | +29.6% | +1.8% | +27.8% | +28.8% |
| YTD | +15.3% | +30.0% | -14.7% | +6.3% |
| 1Y | +28.8% | +24.3% | +4.5% | +20.3% |
| 3Y | +136.4% | +84.3% | +52.1% | +84.4% |
| 5Y | +72.9% | +25.9% | +47.0% | +63.7% |
| All | +72.9% | +26.2% | +46.7% | +63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling