+1,227.8%
BE vs VZ
+24.4%
+1,203.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.5% | -2.8% |
| 7D | +23.9% | -1.0% | +24.9% | +24.0% |
| 30D | +27.8% | +5.8% | +22.1% | +27.7% |
| 3M | +3.7% | +10.5% | -6.8% | +3.1% |
| 6M | +78.0% | +1.8% | +76.2% | +79.8% |
| YTD | +209.9% | +28.3% | +181.7% | +191.2% |
| 1Y | +389.6% | +22.0% | +367.6% | +367.7% |
| 3Y | +1,730.6% | +81.8% | +1,648.7% | +1,350.2% |
| 5Y | +1,227.8% | +25.3% | +1,202.5% | +1,055.9% |
| All | +1,227.8% | +24.4% | +1,203.4% | +1,055.9% |
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