+57.3%
VZ vs BAH
-22.8%
+80.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.2% |
| 7D | +5.6% | +6.0% | -0.4% | +5.3% |
| 30D | +1.9% | +31.1% | -29.2% | +0.5% |
| 3M | +0.8% | +25.2% | -24.4% | -0.3% |
| 6M | +0.6% | +18.9% | -18.3% | -0.7% |
| YTD | +20.8% | +8.3% | +12.5% | +19.0% |
| 1Y | +23.9% | +6.2% | +17.7% | +22.1% |
| All | +57.3% | -22.8% | +80.2% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 3y: compounded portfolio wealth divided by compounded BAH 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…
3y analysis · Full analysis span regression · 6 months rolling