+65.5%
VZ vs BP
+131.5%
-66.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.9% |
| 7D | +2.1% | -11.6% | +13.8% | +3.7% |
| 30D | +1.4% | 0.0% | +1.3% | +1.3% |
| 3M | -1.3% | +6.7% | -8.0% | -2.2% |
| 6M | -0.5% | +2.2% | -2.7% | -1.1% |
| YTD | +19.6% | +33.0% | -13.3% | +14.7% |
| 1Y | +22.4% | +30.7% | -8.3% | +17.5% |
| 3Y | +55.9% | +44.2% | +11.7% | +46.6% |
| 5Y | +20.4% | +105.1% | -84.7% | +6.1% |
| All | +65.5% | +131.5% | -66.0% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 10y: compounded portfolio wealth divided by compounded BP 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…
10y analysis · Full analysis span regression · 6 months rolling