+65.5%
T vs VZ
+58.2%
+7.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +2.5% | +1.5% | +1.1% | +1.4% |
| 30D | -3.8% | +4.4% | -8.1% | -6.8% |
| 3M | -8.7% | -2.4% | -6.4% | -6.9% |
| 6M | -8.1% | +1.4% | -9.5% | -8.8% |
| YTD | -6.4% | +21.4% | -27.8% | -18.2% |
| 1Y | -9.8% | +20.3% | -30.0% | -20.6% |
| 3Y | +65.5% | +57.4% | +8.1% | +17.4% |
| All | +65.5% | +58.2% | +7.3% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling