+8,487.5%
JNJ vs VZ
+1,018.0%
+7,469.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.8% | -2.4% |
| 7D | -0.8% | +0.2% | -1.0% | -0.8% |
| 30D | +4.3% | +7.1% | -2.8% | +2.3% |
| 3M | +16.5% | +12.8% | +3.7% | +12.5% |
| 6M | +13.1% | +1.8% | +11.3% | +12.2% |
| YTD | +32.1% | +30.0% | +2.1% | +22.0% |
| 1Y | +54.5% | +24.3% | +30.2% | +44.2% |
| 3Y | +82.5% | +84.3% | -1.8% | +50.9% |
| 5Y | +80.0% | +25.9% | +54.1% | +64.2% |
| 10Y | +195.7% | +61.1% | +134.6% | +150.9% |
| All | +8,487.5% | +1,018.0% | +7,469.5% | +3,471.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling