+911.5%
BE vs VZ
+51.2%
+860.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.9% | +8.2% | +7.5% |
| 7D | +20.0% | +0.1% | +19.9% | +20.0% |
| 30D | +7.9% | +7.9% | 0.0% | +6.9% |
| 3M | -13.2% | +13.6% | -26.9% | -15.5% |
| 6M | +53.5% | +1.1% | +52.4% | +53.6% |
| YTD | +191.0% | +29.3% | +161.7% | +168.6% |
| 1Y | +360.5% | +21.2% | +339.3% | +334.3% |
| 3Y | +1,568.0% | +75.9% | +1,492.1% | +1,242.6% |
| 5Y | +1,055.2% | +24.1% | +1,031.1% | +926.1% |
| All | +911.5% | +51.2% | +860.3% | +740.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling