-24.3%
UBER vs VZ
+24.0%
-48.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.1% |
| 7D | -5.4% | +0.9% | -6.3% | -5.3% |
| 30D | -4.9% | +7.7% | -12.6% | -4.0% |
| 3M | +3.0% | +9.7% | -6.6% | +3.9% |
| 6M | -4.4% | +3.1% | -7.5% | -4.6% |
| YTD | -12.3% | +30.5% | -42.8% | -8.9% |
| 1Y | -24.3% | +22.5% | -46.8% | -25.8% |
| All | -24.3% | +24.0% | -48.3% | -25.8% |
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