+33,471.1%
ORCL vs VZ
+1,012.0%
+32,459.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.4% |
| 7D | +5.3% | +0.1% | +5.2% | +5.2% |
| 30D | +10.0% | +7.9% | +2.1% | +6.7% |
| 3M | -32.6% | +13.6% | -46.2% | -36.3% |
| 6M | +4.9% | +1.1% | +3.8% | +3.3% |
| YTD | -17.8% | +29.3% | -47.0% | -27.2% |
| 1Y | -28.0% | +21.2% | -49.2% | -35.0% |
| 3Y | +36.0% | +75.9% | -39.9% | +1.8% |
| 5Y | +88.7% | +24.1% | +64.6% | +61.3% |
| 10Y | +346.9% | +62.4% | +284.5% | +236.2% |
| All | +33,471.1% | +1,012.0% | +32,459.1% | +11,034.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling