+65.5%
VZ vs BIDU
-51.3%
+116.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.8% |
| 7D | +2.2% | +5.4% | -3.1% | +2.2% |
| 30D | +10.6% | -5.0% | +15.6% | +10.7% |
| 3M | -0.6% | -26.1% | +25.5% | -0.1% |
| 6M | +0.7% | -42.6% | +43.3% | +1.8% |
| YTD | +20.6% | -38.0% | +58.6% | +21.4% |
| 1Y | +22.7% | -35.7% | +58.4% | +23.3% |
| 3Y | +57.2% | -22.9% | +80.2% | +56.2% |
| 5Y | +21.4% | -49.9% | +71.3% | +21.2% |
| 10Y | +65.5% | -52.0% | +117.5% | +49.5% |
| All | +65.5% | -51.3% | +116.8% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling