+325.4%
VZ vs BNS
+1,486.8%
-1,161.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | +2.4% | -1.1% | +3.5% | +2.7% |
| 30D | +11.2% | +4.7% | +6.5% | +9.5% |
| 3M | 0.0% | +5.5% | -5.5% | -2.0% |
| 6M | +1.3% | +21.7% | -20.4% | -5.2% |
| YTD | +21.3% | +29.5% | -8.2% | +10.9% |
| 1Y | +23.9% | +41.9% | -18.0% | +10.0% |
| 3Y | +57.7% | +148.5% | -90.8% | +15.8% |
| 5Y | +21.2% | +80.3% | -59.1% | -2.3% |
| 10Y | +70.6% | +184.7% | -114.1% | +14.1% |
| All | +325.4% | +1,486.8% | -1,161.3% | +29.5% |
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