+65.5%
VZ vs BBWI
-41.3%
+106.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.7% |
| 7D | +2.2% | -6.2% | +8.4% | +2.5% |
| 30D | +10.6% | +25.5% | -14.9% | +9.3% |
| 3M | -0.6% | +8.0% | -8.6% | -1.1% |
| 6M | +0.7% | +12.7% | -11.9% | -0.2% |
| YTD | +20.6% | +11.6% | +9.0% | +19.3% |
| 1Y | +22.7% | -0.9% | +23.6% | +21.8% |
| 3Y | +57.2% | -22.7% | +79.9% | +55.9% |
| 5Y | +21.4% | -67.2% | +88.6% | +24.8% |
| 10Y | +65.5% | -43.7% | +109.2% | +56.8% |
| All | +65.5% | -41.3% | +106.8% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling