+321.3%
VZ vs BRKR
+173.2%
+148.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.6% |
| 7D | -1.2% | -9.8% | +8.6% | -0.5% |
| 30D | +5.7% | -6.1% | +11.8% | +6.1% |
| 3M | +8.2% | -2.4% | +10.6% | +7.9% |
| 6M | +1.7% | +46.7% | -45.0% | -2.1% |
| YTD | +28.9% | +14.0% | +14.9% | +26.2% |
| 1Y | +22.7% | +76.5% | -53.8% | +15.9% |
| 3Y | +82.7% | -11.7% | +94.4% | +79.2% |
| 5Y | +26.4% | -39.3% | +65.7% | +26.6% |
| 10Y | +65.2% | +154.1% | -88.9% | +45.9% |
| All | +321.3% | +173.2% | +148.1% | +221.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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