+990.1%
VZ vs BBWI
+1,034.6%
-44.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -1.2% |
| 7D | +0.1% | +1.5% | -1.4% | -0.1% |
| 30D | +7.9% | -5.2% | +13.1% | +8.4% |
| 3M | +13.6% | +11.1% | +2.5% | +11.6% |
| 6M | +1.1% | -13.4% | +14.5% | +1.8% |
| YTD | +29.3% | +0.1% | +29.2% | +27.5% |
| 1Y | +21.2% | -36.1% | +57.4% | +25.5% |
| 3Y | +75.9% | -44.1% | +120.0% | +79.5% |
| 5Y | +24.1% | -66.2% | +90.3% | +31.3% |
| 10Y | +62.4% | -54.8% | +117.2% | +48.1% |
| All | +990.1% | +1,034.6% | -44.6% | +309.7% |
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