+82.2%
UBER vs VZ
+34.0%
+48.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | +11.1% | +7.9% | +3.2% | +9.6% |
| 3M | +4.9% | +13.6% | -8.7% | +2.3% |
| 6M | -1.2% | +1.1% | -2.3% | -1.5% |
| YTD | -7.3% | +29.3% | -36.6% | -12.6% |
| 1Y | -17.6% | +21.2% | -38.9% | -21.3% |
| 3Y | +61.1% | +75.9% | -14.8% | +35.3% |
| 5Y | +87.9% | +24.1% | +63.8% | +76.9% |
| All | +82.2% | +34.0% | +48.2% | +67.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling