-26.2%
UBER vs VZ
+24.4%
-50.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.1% | +2.9% | +4.9% |
| 7D | +7.0% | +6.9% | +0.1% | +7.3% |
| 30D | +0.6% | +2.3% | -1.7% | +0.6% |
| 3M | -2.9% | 0.0% | -3.0% | -2.8% |
| 6M | -5.5% | +0.2% | -5.7% | -5.6% |
| YTD | -14.5% | +20.9% | -35.4% | -13.8% |
| 1Y | -26.2% | +25.2% | -51.4% | -26.6% |
| All | -26.2% | +24.4% | -50.6% | -26.6% |
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