+995.9%
VZ vs BNY
+8,076.8%
-7,080.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.8% |
| 7D | +0.2% | +1.5% | -1.2% | -0.1% |
| 30D | +7.1% | +3.3% | +3.8% | +6.3% |
| 3M | +12.8% | +15.3% | -2.5% | +9.0% |
| 6M | +1.8% | +42.5% | -40.7% | -6.4% |
| YTD | +30.0% | +42.0% | -12.0% | +19.2% |
| 1Y | +24.3% | +59.3% | -35.0% | +10.8% |
| 3Y | +84.3% | +291.2% | -206.9% | +32.2% |
| 5Y | +25.9% | +252.1% | -226.1% | -8.8% |
| 10Y | +61.1% | +407.1% | -346.0% | +3.1% |
| All | +995.9% | +8,076.8% | -7,080.8% | +317.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling