+928.8%
VZ vs BDX
+6,267.7%
-5,338.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | +0.9% | +2.5% | -1.6% | +0.3% |
| 30D | +8.9% | +13.6% | -4.6% | +5.8% |
| 3M | +0.1% | +18.9% | -18.8% | -3.9% |
| 6M | +1.9% | +51.8% | -49.9% | -7.6% |
| YTD | +22.0% | +43.3% | -21.3% | +11.8% |
| 1Y | +22.1% | +48.0% | -25.9% | +11.0% |
| 3Y | +58.7% | +23.7% | +35.0% | +48.6% |
| 5Y | +22.3% | +24.9% | -2.6% | +13.7% |
| 10Y | +71.6% | +92.2% | -20.6% | +42.0% |
| All | +928.8% | +6,267.7% | -5,338.9% | +272.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling