+908.7%
VZ vs BBWI
+1,142.2%
-233.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.3% | -0.5% |
| 7D | +2.1% | -6.2% | +8.3% | +2.9% |
| 30D | +1.4% | +19.9% | -18.6% | -1.0% |
| 3M | -1.3% | +7.1% | -8.4% | -2.6% |
| 6M | -0.5% | +13.7% | -14.2% | -3.0% |
| YTD | +19.6% | +9.6% | +10.1% | +16.3% |
| 1Y | +22.4% | -1.6% | +24.0% | +19.8% |
| 3Y | +55.9% | -25.9% | +81.8% | +53.0% |
| 5Y | +20.4% | -67.8% | +88.2% | +28.4% |
| 10Y | +66.9% | -43.5% | +110.4% | +46.5% |
| All | +908.7% | +1,142.2% | -233.5% | +273.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling