+21.4%
VZ vs BBWI
+1.3%
+20.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +2.4% | -4.2% | +6.6% | +2.6% |
| 30D | +11.2% | +24.9% | -13.7% | +9.8% |
| 3M | 0.0% | +13.2% | -13.2% | -0.9% |
| 6M | +1.3% | +12.1% | -10.8% | +0.3% |
| YTD | +21.3% | +11.1% | +10.2% | +19.8% |
| All | +21.4% | +1.3% | +20.1% | +19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling