+83.4%
JNJ vs VZ
+25.6%
+57.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.4% |
| 7D | -4.3% | -1.2% | -3.1% | -4.1% |
| 30D | +3.0% | +5.7% | -2.7% | +1.8% |
| 3M | +12.2% | +8.2% | +4.0% | +10.1% |
| 6M | +10.5% | +1.7% | +8.7% | +9.7% |
| YTD | +30.8% | +28.9% | +1.9% | +22.9% |
| 1Y | +54.9% | +22.7% | +32.2% | +47.2% |
| 3Y | +80.7% | +82.7% | -2.0% | +57.2% |
| 5Y | +83.4% | +26.4% | +57.0% | +76.0% |
| All | +83.4% | +25.6% | +57.8% | +76.0% |
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 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