+990.1%
VZ vs BAX
+900.4%
+89.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.1% |
| 7D | +0.1% | -1.1% | +1.2% | +0.3% |
| 30D | +7.9% | -5.5% | +13.3% | +9.2% |
| 3M | +13.6% | +33.5% | -19.9% | +6.0% |
| 6M | +1.1% | +35.9% | -34.8% | -6.6% |
| YTD | +29.3% | +35.4% | -6.1% | +18.6% |
| 1Y | +21.2% | +9.8% | +11.5% | +16.3% |
| 3Y | +75.9% | -32.7% | +108.6% | +84.2% |
| 5Y | +24.1% | -65.6% | +89.6% | +50.6% |
| 10Y | +62.4% | -34.9% | +97.3% | +65.9% |
| All | +990.1% | +900.4% | +89.6% | +445.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling