+22.4%
VZ vs BAX
+44.0%
-21.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.5% | -1.0% |
| 7D | +2.1% | +12.1% | -10.0% | +1.2% |
| 30D | +1.4% | +7.6% | -6.2% | +0.6% |
| 3M | -1.3% | -4.5% | +3.2% | -0.8% |
| 6M | -0.5% | +52.0% | -52.5% | -4.2% |
| YTD | +19.6% | +35.1% | -15.5% | +12.7% |
| 1Y | +22.4% | +43.7% | -21.3% | +13.5% |
| All | +22.4% | +44.0% | -21.7% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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