+919.3%
VZ vs BA
+1,560.1%
-640.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.1% | -0.1% | +1.7% |
| 7D | +6.9% | +5.9% | +1.0% | +5.9% |
| 30D | +2.3% | -8.2% | +10.4% | +3.5% |
| 3M | 0.0% | -25.4% | +25.4% | +4.7% |
| 6M | +0.2% | -20.0% | +20.3% | +3.3% |
| YTD | +20.9% | -18.5% | +39.4% | +23.6% |
| 1Y | +25.2% | -10.6% | +35.9% | +25.9% |
| 3Y | +55.9% | -9.3% | +65.1% | +52.1% |
| 5Y | +22.6% | -16.9% | +39.5% | +18.4% |
| 10Y | +68.6% | +37.9% | +30.8% | +30.1% |
| All | +919.3% | +1,560.1% | -640.8% | +269.9% |
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