+84.3%
VZ vs BDX
-9.6%
+93.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.3% |
| 7D | +0.2% | -4.3% | +4.5% | +1.3% |
| 30D | +7.1% | +1.3% | +5.9% | +6.7% |
| 3M | +12.8% | +20.2% | -7.4% | +7.9% |
| 6M | +1.8% | +8.6% | -6.8% | -0.5% |
| YTD | +30.0% | +19.0% | +11.0% | +24.2% |
| 1Y | +24.3% | +21.2% | +3.1% | +18.1% |
| 3Y | +84.3% | -9.7% | +94.0% | +89.1% |
| All | +84.3% | -9.6% | +93.9% | +89.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling