+57.2%
VZ vs BEN
+77.1%
-19.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.3% | -5.5% | +0.5% |
| 7D | +2.2% | +12.2% | -10.0% | +1.6% |
| 30D | +10.6% | +12.1% | -1.5% | +9.9% |
| 3M | -0.6% | +7.3% | -7.9% | -1.0% |
| 6M | +0.7% | +17.9% | -17.1% | -0.2% |
| YTD | +20.6% | +55.4% | -34.8% | +17.0% |
| 1Y | +22.7% | +69.3% | -46.6% | +18.3% |
| 3Y | +57.2% | +82.8% | -25.6% | +50.2% |
| All | +57.2% | +77.1% | -19.9% | +50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling