-15.7%
SHOP vs VZ
+24.4%
-40.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.3% | -4.1% | -5.4% |
| 7D | -10.6% | -1.0% | -9.7% | -10.6% |
| 30D | -18.3% | +5.8% | -24.1% | -18.3% |
| 3M | +14.8% | +10.5% | +4.3% | +14.9% |
| 6M | -5.0% | +1.8% | -6.8% | -4.9% |
| YTD | -21.2% | +28.3% | -49.5% | -22.0% |
| 1Y | -11.6% | +22.0% | -33.6% | -12.0% |
| 3Y | +101.2% | +81.8% | +19.4% | +74.3% |
| 5Y | -15.7% | +25.3% | -41.0% | -22.7% |
| All | -15.7% | +24.4% | -40.1% | -22.7% |
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