+57.3%
VZ vs BP
+43.3%
+14.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | 0.0% |
| 7D | +5.6% | -11.2% | +16.9% | +6.3% |
| 30D | +1.9% | -0.7% | +2.5% | +1.8% |
| 3M | +0.8% | +9.8% | -9.0% | +0.3% |
| 6M | +0.6% | -1.6% | +2.2% | +0.4% |
| YTD | +20.8% | +33.5% | -12.7% | +18.8% |
| 1Y | +23.9% | +31.7% | -7.8% | +22.0% |
| All | +57.3% | +43.3% | +14.0% | +53.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling