-9.8%
T vs VZ
+22.2%
-32.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.4% | -0.7% |
| 7D | -3.1% | -1.0% | -2.1% | -2.4% |
| 30D | +4.6% | +5.8% | -1.2% | +0.3% |
| 3M | +12.2% | +10.5% | +1.7% | +4.2% |
| 6M | -6.5% | +1.8% | -8.2% | -8.6% |
| YTD | +4.9% | +28.3% | -23.4% | -9.7% |
| All | -9.8% | +22.2% | -32.0% | -19.4% |
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 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