+21.7%
VZ vs BDX
+47.9%
-26.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.3% |
| 7D | +0.9% | +1.0% | -0.1% | +0.7% |
| 30D | +6.9% | +15.1% | -8.2% | +3.1% |
| 3M | +0.6% | +18.2% | -17.6% | -3.7% |
| 6M | +0.3% | +48.1% | -47.8% | -9.1% |
| YTD | +21.9% | +44.1% | -22.2% | +10.3% |
| 1Y | +21.7% | +46.4% | -24.7% | +9.6% |
| All | +21.7% | +47.9% | -26.2% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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