+112.0%
IBM vs VZ
+26.2%
+85.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | +0.3% | +0.2% | +0.1% | +0.3% |
| 30D | -1.5% | +7.1% | -8.6% | -2.9% |
| 3M | -16.8% | +12.8% | -29.6% | -18.9% |
| 6M | -9.0% | +1.8% | -10.8% | -9.6% |
| YTD | -20.1% | +30.0% | -50.0% | -25.1% |
| 1Y | -7.0% | +24.3% | -31.3% | -12.1% |
| 3Y | +72.4% | +84.3% | -11.9% | +44.2% |
| 5Y | +112.0% | +25.9% | +86.0% | +107.3% |
| All | +112.0% | +26.2% | +85.8% | +107.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling