+154.6%
JPM vs VZ
+25.6%
+129.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -2.3% | -1.2% | -1.1% | -2.1% |
| 30D | -2.3% | +5.7% | -8.1% | -3.3% |
| 3M | +14.9% | +8.2% | +6.6% | +13.1% |
| 6M | +23.6% | +1.7% | +21.9% | +23.1% |
| YTD | +11.3% | +28.9% | -17.6% | +5.1% |
| 1Y | +19.9% | +22.7% | -2.9% | +14.4% |
| 3Y | +162.6% | +82.7% | +79.9% | +120.0% |
| 5Y | +154.6% | +26.4% | +128.2% | +152.2% |
| All | +154.6% | +25.6% | +129.0% | +152.2% |
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 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