+43.2%
KO vs VZ
+24.4%
+18.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.5% |
| 7D | +4.4% | +6.9% | -2.5% | +2.6% |
| 30D | +10.7% | +2.3% | +8.5% | +9.8% |
| 3M | +11.3% | 0.0% | +11.3% | +11.1% |
| 6M | +24.0% | +0.2% | +23.8% | +22.9% |
| YTD | +39.7% | +20.9% | +18.8% | +32.9% |
| 1Y | +43.2% | +25.2% | +18.0% | +33.4% |
| All | +43.2% | +24.4% | +18.8% | +33.4% |
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