-13.3%
IBM vs VZ
+24.4%
-37.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.3% | +1.7% |
| 7D | +0.4% | +6.9% | -6.5% | +0.3% |
| 30D | +14.8% | +2.3% | +12.5% | +14.7% |
| 3M | +8.9% | 0.0% | +8.9% | +9.2% |
| 6M | +12.4% | +0.2% | +12.2% | +11.9% |
| YTD | -12.4% | +20.9% | -33.3% | -12.4% |
| 1Y | -13.3% | +25.2% | -38.5% | -12.9% |
| All | -13.3% | +24.4% | -37.7% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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