+25.2%
VZ vs BEN
+56.2%
-31.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.7% | -2.6% | +2.0% |
| 7D | +6.9% | +6.7% | +0.2% | +6.9% |
| 30D | +2.3% | +3.0% | -0.8% | +2.3% |
| 3M | 0.0% | -4.3% | +4.4% | 0.0% |
| 6M | +0.2% | +16.4% | -16.1% | +0.5% |
| YTD | +20.9% | +46.8% | -25.9% | +19.5% |
| 1Y | +25.2% | +57.3% | -32.1% | +23.7% |
| All | +25.2% | +56.2% | -31.0% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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