+57.4%
VZ vs BMY
+44.8%
+12.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.7% |
| 7D | +1.5% | +2.1% | -0.6% | +1.1% |
| 30D | +4.4% | +7.0% | -2.6% | +3.1% |
| 3M | -2.4% | -0.9% | -1.5% | -2.3% |
| 6M | +1.4% | +14.9% | -13.5% | -1.1% |
| YTD | +21.4% | +22.8% | -1.4% | +16.8% |
| 1Y | +20.3% | +36.2% | -16.0% | +13.8% |
| 3Y | +57.4% | +45.7% | +11.7% | +47.5% |
| All | +57.4% | +44.8% | +12.6% | +47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling