+25.2%
VZ vs BNS
+52.0%
-26.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.0% | -0.9% | +2.4% |
| 7D | +6.9% | +2.0% | +4.9% | +7.1% |
| 30D | +2.3% | +7.8% | -5.5% | +3.1% |
| 3M | 0.0% | +11.7% | -11.6% | +1.5% |
| 6M | +0.2% | +28.2% | -28.0% | +4.7% |
| YTD | +20.9% | +34.8% | -13.9% | +26.0% |
| 1Y | +25.2% | +51.1% | -25.8% | +28.2% |
| All | +25.2% | +52.0% | -26.7% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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