+33.4%
UBER vs VZ
+58.2%
-24.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | +1.6% | +1.5% | +0.1% | +1.6% |
| 30D | +0.6% | +4.4% | -3.8% | +0.7% |
| 3M | -8.2% | -2.4% | -5.8% | -8.2% |
| 6M | -6.7% | +1.4% | -8.1% | -6.6% |
| YTD | -14.7% | +21.4% | -36.1% | -14.0% |
| 1Y | -24.1% | +20.3% | -44.3% | -23.4% |
| 3Y | +33.4% | +57.4% | -24.0% | +47.6% |
| All | +33.4% | +58.2% | -24.8% | +47.6% |
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 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