+990.1%
VZ vs BEN
+4,913.3%
-3,923.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.4% | -1.7% |
| 7D | +0.1% | +0.2% | -0.2% | 0.0% |
| 30D | +7.9% | -0.5% | +8.4% | +8.0% |
| 3M | +13.6% | +9.7% | +3.9% | +10.9% |
| 6M | +1.1% | +33.9% | -32.8% | -6.4% |
| YTD | +29.3% | +49.0% | -19.7% | +16.5% |
| 1Y | +21.2% | +42.1% | -20.9% | +10.3% |
| 3Y | +75.9% | +51.9% | +24.0% | +53.7% |
| 5Y | +24.1% | +39.0% | -15.0% | +8.0% |
| 10Y | +62.4% | +57.9% | +4.5% | +28.6% |
| All | +990.1% | +4,913.3% | -3,923.3% | +228.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling