+25.3%
VZ vs BNY
+252.4%
-227.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -1.0% | +0.3% | -1.2% | -1.0% |
| 30D | +5.8% | +1.9% | +3.8% | +5.4% |
| 3M | +10.5% | +13.9% | -3.4% | +7.8% |
| 6M | +1.8% | +42.3% | -40.5% | -4.7% |
| YTD | +28.3% | +41.8% | -13.6% | +19.7% |
| 1Y | +22.0% | +57.9% | -36.0% | +11.0% |
| 3Y | +81.8% | +290.7% | -208.9% | +32.5% |
| 5Y | +25.3% | +252.3% | -226.9% | -9.9% |
| All | +25.3% | +252.4% | -227.1% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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