+72.4%
UBER vs VZ
+35.3%
+37.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.5% |
| 7D | -5.4% | +0.9% | -6.3% | -5.6% |
| 30D | -4.9% | +7.7% | -12.6% | -6.2% |
| 3M | +3.0% | +9.7% | -6.6% | +1.2% |
| 6M | -4.4% | +3.1% | -7.5% | -5.1% |
| YTD | -12.3% | +30.5% | -42.8% | -17.4% |
| 1Y | -24.3% | +22.5% | -46.8% | -27.8% |
| 3Y | +46.4% | +82.4% | -35.9% | +21.7% |
| 5Y | +79.7% | +28.0% | +51.6% | +67.0% |
| All | +72.4% | +35.3% | +37.1% | +58.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling