+78.9%
UBER vs VZ
+27.6%
+51.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.3% |
| 7D | -5.4% | +0.9% | -6.3% | -5.5% |
| 30D | -4.9% | +7.7% | -12.6% | -5.3% |
| 3M | +3.0% | +9.7% | -6.6% | +2.4% |
| 6M | -4.4% | +3.1% | -7.5% | -4.6% |
| YTD | -12.3% | +30.5% | -42.8% | -14.4% |
| 1Y | -24.3% | +22.5% | -46.8% | -25.6% |
| 3Y | +46.4% | +82.4% | -35.9% | +33.7% |
| All | +78.9% | +27.6% | +51.2% | +67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling