-5.0%
IBM vs VZ
+22.6%
-27.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.3% | +4.7% | +3.4% |
| 7D | +3.6% | -1.0% | +4.5% | +3.6% |
| 30D | +1.5% | +5.8% | -4.2% | +1.3% |
| 3M | -12.9% | +10.5% | -23.4% | -13.3% |
| 6M | -3.9% | +1.8% | -5.7% | -5.3% |
| YTD | -17.3% | +28.3% | -45.6% | -18.1% |
| 1Y | -5.0% | +22.0% | -27.0% | -6.0% |
| All | -5.0% | +22.6% | -27.5% | -6.0% |
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