+105.5%
V vs VZ
+21.2%
+84.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | -0.8% | +2.2% | -3.0% | -1.2% |
| 30D | +9.5% | +10.6% | -1.1% | +7.7% |
| 3M | +16.7% | -0.6% | +17.3% | +16.7% |
| 6M | +32.9% | +0.7% | +32.2% | +32.4% |
| YTD | +21.1% | +20.6% | +0.5% | +15.9% |
| 1Y | +26.6% | +22.7% | +3.9% | +20.7% |
| 3Y | +78.4% | +57.2% | +21.1% | +58.8% |
| 5Y | +105.5% | +21.4% | +84.1% | +97.7% |
| All | +105.5% | +21.2% | +84.2% | +97.7% |
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