+21.8%
VZ vs BWA
+27.4%
-5.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +1.5% | +4.3% | -2.8% | +1.1% |
| 30D | +4.4% | -13.0% | +17.4% | +5.4% |
| 3M | -2.4% | -24.8% | +22.5% | -0.3% |
| 6M | +1.4% | -23.5% | +24.9% | +3.1% |
| YTD | +21.4% | +13.8% | +7.6% | +17.9% |
| 1Y | +20.3% | +13.4% | +6.8% | +16.8% |
| 3Y | +57.4% | +62.8% | -5.4% | +45.1% |
| All | +21.8% | +27.4% | -5.6% | +14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling