+65.5%
VZ vs BUD
-9.0%
+74.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -0.6% |
| 7D | +2.1% | +4.5% | -2.3% | +1.2% |
| 30D | +1.4% | +12.5% | -11.1% | -1.0% |
| 3M | -1.3% | 0.0% | -1.2% | -1.3% |
| 6M | -0.5% | +3.8% | -4.3% | -1.4% |
| YTD | +19.6% | +33.1% | -13.4% | +12.8% |
| 1Y | +22.4% | +35.5% | -13.1% | +15.0% |
| 3Y | +55.9% | +49.4% | +6.5% | +42.4% |
| 5Y | +20.4% | +48.0% | -27.6% | +8.9% |
| All | +65.5% | -9.0% | +74.6% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling