+916.9%
VZ vs BDX
+6,289.4%
-5,372.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.4% |
| 7D | +2.2% | +8.4% | -6.1% | +0.3% |
| 30D | +10.6% | +17.1% | -6.6% | +6.6% |
| 3M | -0.6% | +22.4% | -23.0% | -5.2% |
| 6M | +0.7% | +45.9% | -45.2% | -7.9% |
| YTD | +20.6% | +43.8% | -23.2% | +10.4% |
| 1Y | +22.7% | +57.8% | -35.1% | +9.9% |
| 3Y | +57.2% | +25.4% | +31.9% | +46.8% |
| 5Y | +21.4% | +26.0% | -4.6% | +12.6% |
| 10Y | +65.5% | +88.0% | -22.5% | +37.5% |
| All | +916.9% | +6,289.4% | -5,372.5% | +267.6% |
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 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