+21.8%
VZ vs BN
+31.1%
-9.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.2% |
| 7D | +1.5% | -1.0% | +2.5% | +1.6% |
| 30D | +4.4% | +14.0% | -9.6% | +2.9% |
| 3M | -2.4% | -9.0% | +6.6% | -1.5% |
| 6M | +1.4% | -8.8% | +10.3% | +2.3% |
| YTD | +21.4% | -10.3% | +31.7% | +22.2% |
| 1Y | +20.3% | -5.8% | +26.1% | +20.3% |
| 3Y | +57.4% | +94.8% | -37.4% | +36.6% |
| All | +21.8% | +31.1% | -9.3% | +8.3% |
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