+20.3%
VZ vs BN
-11.7%
+31.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.5% |
| 7D | +1.5% | -1.0% | +2.5% | +1.4% |
| 30D | +4.4% | +14.0% | -9.6% | +5.3% |
| 3M | -2.4% | -9.0% | +6.6% | -2.9% |
| 6M | +1.4% | -8.8% | +10.3% | +0.9% |
| YTD | +21.4% | -10.3% | +31.7% | +19.4% |
| 1Y | +20.3% | -5.8% | +26.1% | +18.4% |
| All | +20.3% | -11.7% | +31.9% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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