+67.7%
V vs VZ
+24.4%
+43.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.1% |
| 7D | -2.9% | -1.0% | -2.0% | -2.7% |
| 30D | +1.9% | +5.8% | -3.9% | +0.8% |
| 3M | +13.2% | +10.5% | +2.7% | +11.0% |
| 6M | +16.7% | +1.8% | +14.9% | +16.2% |
| YTD | +5.4% | +28.3% | -22.9% | -0.3% |
| 1Y | +7.7% | +22.0% | -14.3% | +3.0% |
| 3Y | +52.0% | +81.8% | -29.9% | +30.0% |
| 5Y | +67.7% | +25.3% | +42.4% | +65.3% |
| All | +67.7% | +24.4% | +43.3% | +65.3% |
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