+70.6%
VZ vs BNS
+183.7%
-113.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | +2.4% | -1.1% | +3.5% | +2.6% |
| 30D | +11.2% | +4.7% | +6.5% | +9.9% |
| 3M | 0.0% | +5.5% | -5.5% | -1.5% |
| 6M | +1.3% | +21.7% | -20.4% | -3.7% |
| YTD | +21.3% | +29.5% | -8.2% | +13.2% |
| 1Y | +23.9% | +41.9% | -18.0% | +12.9% |
| 3Y | +57.7% | +148.5% | -90.8% | +22.7% |
| 5Y | +21.2% | +80.3% | -59.1% | +1.9% |
| 10Y | +70.6% | +184.7% | -114.1% | +26.6% |
| All | +70.6% | +183.7% | -113.2% | +26.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling