-12.1%
SHOP vs VZ
+22.0%
-34.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +2.1% | +0.9% | +1.2% | +2.1% |
| 30D | -16.8% | +6.9% | -23.8% | -16.7% |
| 3M | -2.4% | +0.6% | -3.0% | -2.3% |
| 6M | +47.0% | +0.3% | +46.7% | +47.2% |
| YTD | -8.8% | +21.9% | -30.7% | -9.6% |
| 1Y | -6.3% | +21.7% | -28.0% | -7.1% |
| 3Y | +139.3% | +58.5% | +80.8% | +112.9% |
| 5Y | -12.1% | +22.4% | -34.5% | -22.3% |
| All | -12.1% | +22.0% | -34.1% | -22.3% |
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