+25.2%
VZ vs BWA
+17.4%
+7.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +2.0% |
| 7D | +6.9% | -9.9% | +16.8% | +6.8% |
| 30D | +2.3% | -16.4% | +18.6% | +2.2% |
| 3M | 0.0% | -19.8% | +19.9% | -0.2% |
| 6M | +0.2% | -10.0% | +10.2% | -1.0% |
| YTD | +20.9% | +12.7% | +8.2% | +19.0% |
| 1Y | +25.2% | +15.7% | +9.6% | +23.0% |
| All | +25.2% | +17.4% | +7.9% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling