+21.8%
VZ vs BNY
+191.3%
-169.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +1.5% | +3.9% | -2.4% | +0.8% |
| 30D | +4.4% | +11.9% | -7.6% | +2.4% |
| 3M | -2.4% | -5.0% | +2.7% | -1.6% |
| 6M | +1.4% | +14.6% | -13.2% | -1.3% |
| YTD | +21.4% | +34.5% | -13.1% | +14.3% |
| 1Y | +20.3% | +40.6% | -20.3% | +12.1% |
| 3Y | +57.4% | +261.7% | -204.4% | +16.4% |
| All | +21.8% | +191.3% | -169.5% | -10.4% |
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