+24.3%
VZ vs BMY
+45.3%
-21.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +1.0% |
| 7D | +0.2% | -3.3% | +3.6% | +0.7% |
| 30D | +7.1% | 0.0% | +7.2% | +7.1% |
| 3M | +12.8% | +17.7% | -4.9% | +10.4% |
| 6M | +1.8% | +9.6% | -7.8% | +0.3% |
| YTD | +30.0% | +24.0% | +6.0% | +26.4% |
| 1Y | +24.3% | +45.1% | -20.8% | +22.6% |
| All | +24.3% | +45.3% | -21.0% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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