+353.6%
VZ vs BNS
+1,492.9%
-1,139.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | +0.1% | +1.5% | -1.5% | -0.4% |
| 30D | +7.9% | +6.0% | +1.9% | +5.8% |
| 3M | +13.6% | +16.3% | -2.7% | +8.1% |
| 6M | +1.1% | +28.8% | -27.7% | -7.0% |
| YTD | +29.3% | +30.0% | -0.7% | +18.3% |
| 1Y | +21.2% | +50.7% | -29.5% | +5.7% |
| 3Y | +75.9% | +125.4% | -49.5% | +33.5% |
| 5Y | +24.1% | +94.2% | -70.1% | -2.3% |
| 10Y | +62.4% | +182.8% | -120.4% | +9.1% |
| All | +353.6% | +1,492.9% | -1,139.3% | +38.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling