+65.5%
VZ vs BWA
+84.4%
-18.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.6% | -1.2% |
| 7D | +2.1% | -5.5% | +7.6% | +2.7% |
| 30D | +1.4% | -21.7% | +23.1% | +3.9% |
| 3M | -1.3% | -25.6% | +24.4% | +1.6% |
| 6M | -0.5% | -17.4% | +16.9% | +0.8% |
| YTD | +19.6% | +9.2% | +10.5% | +16.6% |
| 1Y | +22.4% | +9.7% | +12.6% | +19.1% |
| 3Y | +55.9% | +54.6% | +1.2% | +43.8% |
| 5Y | +20.4% | +26.8% | -6.4% | +12.2% |
| All | +65.5% | +84.4% | -18.8% | +49.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling