+1,735.9%
BE vs VZ
+82.9%
+1,653.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.5% | +9.1% | +9.7% |
| 7D | +29.8% | +0.2% | +29.5% | +29.8% |
| 30D | +26.4% | +7.1% | +19.3% | +28.2% |
| 3M | +9.3% | +12.8% | -3.5% | +12.4% |
| 6M | +105.1% | +1.8% | +103.3% | +113.3% |
| YTD | +219.0% | +30.0% | +189.1% | +214.9% |
| 1Y | +418.8% | +24.3% | +394.4% | +418.6% |
| All | +1,735.9% | +82.9% | +1,653.0% | +1,205.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling