+18.9%
IWM vs VZ
+24.4%
-5.5%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.5% | +1.7% |
| 7D | +1.0% | +6.9% | -6.0% | +1.6% |
| 30D | +0.2% | +2.3% | -2.0% | +0.5% |
| 3M | -5.6% | 0.0% | -5.6% | -5.5% |
| 6M | +2.7% | +0.2% | +2.5% | +3.2% |
| YTD | +16.2% | +20.9% | -4.7% | +18.9% |
| 1Y | +18.9% | +25.2% | -6.3% | +20.9% |
| All | +18.9% | +24.4% | -5.5% | +20.9% |
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