+20.2%
VZ vs BNS
+76.9%
-56.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +2.1% | -2.2% | +4.4% | +2.5% |
| 30D | +1.4% | +5.1% | -3.7% | +0.3% |
| 3M | -1.3% | +4.7% | -6.0% | -2.4% |
| 6M | -0.5% | +19.0% | -19.5% | -4.4% |
| YTD | +19.6% | +28.2% | -8.5% | +12.8% |
| 1Y | +22.4% | +43.4% | -21.0% | +12.0% |
| 3Y | +55.9% | +143.1% | -87.2% | +21.8% |
| All | +20.2% | +76.9% | -56.7% | +2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling