+21.9%
BAC vs VZ
+21.2%
+0.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +2.1% |
| 7D | +2.0% | +2.2% | -0.3% | +1.5% |
| 30D | -6.9% | +10.6% | -17.5% | -9.1% |
| 3M | -19.6% | -0.6% | -19.0% | -19.6% |
| 6M | -0.5% | +0.7% | -1.2% | -1.1% |
| YTD | -6.6% | +20.6% | -27.2% | -12.3% |
| 1Y | -3.0% | +22.7% | -25.7% | -9.4% |
| 3Y | +97.3% | +57.2% | +40.1% | +63.3% |
| 5Y | +21.9% | +21.4% | +0.5% | +10.5% |
| All | +21.9% | +21.2% | +0.6% | +10.5% |
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