+934.0%
BE vs VZ
+50.7%
+883.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.1% |
| 7D | +9.7% | -1.2% | +11.0% | +9.9% |
| 30D | +22.4% | +5.7% | +16.7% | +21.5% |
| 3M | +10.4% | +8.2% | +2.1% | +8.8% |
| 6M | +67.9% | +1.7% | +66.1% | +67.6% |
| YTD | +197.5% | +28.9% | +168.6% | +174.7% |
| 1Y | +310.6% | +22.7% | +287.8% | +285.2% |
| 3Y | +1,657.2% | +82.7% | +1,574.6% | +1,294.9% |
| 5Y | +1,218.2% | +26.4% | +1,191.8% | +1,062.8% |
| All | +934.0% | +50.7% | +883.3% | +760.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling