+21.5%
VZ vs BA
-20.8%
+42.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | 0.0% |
| 7D | +5.6% | -0.1% | +5.7% | +5.6% |
| 30D | +1.9% | -9.1% | +11.0% | +2.1% |
| 3M | +0.8% | -28.2% | +29.0% | +1.8% |
| 6M | +0.6% | -23.1% | +23.7% | +1.4% |
| YTD | +20.8% | -20.6% | +41.3% | +21.4% |
| 1Y | +23.9% | -12.7% | +36.6% | +23.9% |
| 3Y | +55.7% | -11.6% | +67.3% | +54.1% |
| 5Y | +21.5% | -23.1% | +44.7% | +20.0% |
| All | +21.5% | -20.8% | +42.3% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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