-13.6%
BKNG vs VZ
+24.4%
-38.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.1% | +7.8% | +9.8% |
| 7D | +15.6% | +6.9% | +8.6% | +15.6% |
| 30D | +8.0% | +2.3% | +5.7% | +8.0% |
| 3M | -11.8% | 0.0% | -11.8% | -11.7% |
| 6M | +3.8% | +0.2% | +3.5% | +3.0% |
| YTD | -19.6% | +20.9% | -40.5% | -16.4% |
| 1Y | -13.6% | +25.2% | -38.8% | -10.6% |
| All | -13.6% | +24.4% | -38.0% | -10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling