+21.2%
VZ vs BP
+101.9%
-80.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +2.4% | -6.3% | +8.7% | +3.0% |
| 30D | +11.2% | -3.6% | +14.8% | +11.5% |
| 3M | 0.0% | +5.2% | -5.2% | -0.6% |
| 6M | +1.3% | +5.3% | -4.0% | +0.5% |
| YTD | +21.3% | +33.1% | -11.9% | +17.5% |
| 1Y | +23.9% | +26.3% | -2.3% | +20.6% |
| 3Y | +57.7% | +47.5% | +10.2% | +50.0% |
| 5Y | +21.2% | +106.2% | -85.0% | +7.8% |
| All | +21.2% | +101.9% | -80.7% | +7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling