+20.2%
VZ vs BN
+29.3%
-9.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.8% |
| 7D | +2.1% | +5.3% | -3.2% | +1.6% |
| 30D | +1.4% | +11.9% | -10.5% | +0.2% |
| 3M | -1.3% | -5.7% | +4.5% | -0.7% |
| 6M | -0.5% | -10.6% | +10.1% | +0.5% |
| YTD | +19.6% | -9.4% | +29.0% | +20.4% |
| 1Y | +22.4% | -8.8% | +31.2% | +22.9% |
| 3Y | +55.9% | +95.6% | -39.8% | +35.5% |
| All | +20.2% | +29.3% | -9.1% | +7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling