+918.2%
VZ vs BN
+15,832.7%
-14,914.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.5% |
| 7D | +5.6% | +5.7% | -0.1% | +4.5% |
| 30D | +1.9% | +12.0% | -10.1% | -0.4% |
| 3M | +0.8% | -6.1% | +6.9% | +1.8% |
| 6M | +0.6% | -8.6% | +9.2% | +2.0% |
| YTD | +20.8% | -8.5% | +29.3% | +21.8% |
| 1Y | +23.9% | -8.4% | +32.4% | +24.8% |
| 3Y | +55.7% | +92.3% | -36.6% | +32.3% |
| 5Y | +21.5% | +31.3% | -9.8% | +9.6% |
| 10Y | +68.5% | +280.5% | -212.0% | +18.3% |
| All | +918.2% | +15,832.7% | -14,914.5% | +484.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling