+81.6%
KO vs VZ
+26.0%
+55.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.1% | +0.2% |
| 7D | -1.1% | -1.2% | +0.1% | -0.8% |
| 30D | +1.6% | +5.7% | -4.2% | 0.0% |
| 3M | +5.8% | +8.2% | -2.5% | +3.3% |
| 6M | +14.3% | +1.7% | +12.6% | +13.4% |
| YTD | +27.3% | +28.9% | -1.5% | +18.1% |
| 1Y | +33.2% | +22.7% | +10.4% | +25.1% |
| 3Y | +64.5% | +82.7% | -18.2% | +37.6% |
| All | +81.6% | +26.0% | +55.6% | +69.7% |
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 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