+918.2%
VZ vs BA
+1,517.9%
-599.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.3% |
| 7D | +5.6% | -0.1% | +5.7% | +5.6% |
| 30D | +1.9% | -9.1% | +11.0% | +3.3% |
| 3M | +0.8% | -28.2% | +29.0% | +6.2% |
| 6M | +0.6% | -23.1% | +23.7% | +4.4% |
| YTD | +20.8% | -20.6% | +41.3% | +24.0% |
| 1Y | +23.9% | -12.7% | +36.6% | +25.0% |
| 3Y | +55.7% | -11.6% | +67.3% | +52.6% |
| 5Y | +21.5% | -23.1% | +44.7% | +19.1% |
| 10Y | +68.5% | +34.4% | +34.1% | +30.5% |
| All | +918.2% | +1,517.9% | -599.7% | +271.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling