+55.9%
VZ vs BR
+13.3%
+42.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.6% |
| 7D | +2.1% | +6.5% | -4.3% | +1.0% |
| 30D | +1.4% | +18.9% | -17.5% | -1.6% |
| 3M | -1.3% | +16.3% | -17.5% | -3.8% |
| 6M | -0.5% | +26.2% | -26.7% | -4.5% |
| YTD | +19.6% | -13.1% | +32.7% | +23.3% |
| 1Y | +22.4% | -10.5% | +32.8% | +25.2% |
| 3Y | +55.9% | +13.3% | +42.5% | +49.4% |
| All | +55.9% | +13.3% | +42.6% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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