+16.1%
JPM vs VZ
+24.4%
-8.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.1% | +2.1% | +4.1% |
| 7D | +3.8% | +6.9% | -3.1% | +3.5% |
| 30D | +6.5% | +2.3% | +4.2% | +6.3% |
| 3M | -1.0% | 0.0% | -1.0% | -1.0% |
| 6M | +15.5% | +0.2% | +15.3% | +15.7% |
| YTD | +11.4% | +20.9% | -9.5% | +9.2% |
| 1Y | +16.1% | +25.2% | -9.2% | +13.7% |
| All | +16.1% | +24.4% | -8.4% | +13.7% |
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