+261.4%
VZ vs BR
+1,480.9%
-1,219.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | +2.2% | +4.4% | -2.2% | +1.0% |
| 30D | +10.6% | +16.3% | -5.7% | +6.0% |
| 3M | -0.6% | +16.2% | -16.8% | -4.8% |
| 6M | +0.7% | +30.3% | -29.6% | -6.9% |
| YTD | +20.6% | -12.2% | +32.8% | +23.8% |
| 1Y | +22.7% | -11.3% | +34.0% | +25.6% |
| 3Y | +57.2% | +15.2% | +42.0% | +47.8% |
| 5Y | +21.4% | +18.0% | +3.3% | +11.6% |
| 10Y | +65.5% | +268.7% | -203.2% | +2.6% |
| All | +261.4% | +1,480.9% | -1,219.6% | +26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling