+50.7%
LLY vs VZ
+22.6%
+28.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.4% | +0.2% |
| 7D | -3.1% | -1.0% | -2.1% | -3.0% |
| 30D | -8.6% | +5.8% | -14.4% | -9.1% |
| 3M | -1.6% | +10.5% | -12.1% | -2.8% |
| 6M | +11.8% | +1.8% | +10.1% | +11.0% |
| YTD | +5.1% | +28.3% | -23.1% | +3.5% |
| 1Y | +50.7% | +22.0% | +28.8% | +50.1% |
| All | +50.7% | +22.6% | +28.2% | +50.1% |
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