+25.9%
VZ vs BR
+9.8%
+16.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +1.0% |
| 7D | +0.2% | -5.9% | +6.2% | +1.4% |
| 30D | +7.1% | +1.9% | +5.2% | +6.7% |
| 3M | +12.8% | +14.7% | -1.8% | +9.7% |
| 6M | +1.8% | -12.8% | +14.6% | +4.3% |
| YTD | +30.0% | -23.0% | +53.0% | +36.8% |
| 1Y | +24.3% | -31.7% | +56.0% | +34.4% |
| 3Y | +84.3% | -4.8% | +89.1% | +83.8% |
| 5Y | +25.9% | +7.8% | +18.1% | +19.0% |
| All | +25.9% | +9.8% | +16.1% | +19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling