+25.5%
VZ vs BMY
+25.3%
+0.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.5% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +7.9% | +5.0% | +2.9% | +6.8% |
| 3M | +13.6% | +19.4% | -5.7% | +9.5% |
| 6M | +1.1% | +9.5% | -8.4% | -1.0% |
| YTD | +29.3% | +28.1% | +1.2% | +22.4% |
| 1Y | +21.2% | +50.0% | -28.7% | +10.9% |
| 3Y | +75.9% | +24.1% | +51.8% | +68.0% |
| All | +25.5% | +25.3% | +0.2% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling