+30.6%
ORCL vs VZ
+20.3%
+10.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.7% |
| 7D | -11.2% | +2.1% | -13.3% | -10.9% |
| 30D | -18.8% | +1.4% | -20.2% | -18.5% |
| 3M | -18.8% | -1.3% | -17.5% | -18.6% |
| 6M | -39.7% | -0.5% | -39.2% | -39.4% |
| YTD | -39.6% | +19.6% | -59.3% | -39.4% |
| 1Y | -51.7% | +22.4% | -74.1% | -51.6% |
| 3Y | +10.2% | +55.9% | -45.6% | +5.4% |
| All | +30.6% | +20.3% | +10.3% | +33.6% |
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