+3,306.4%
V vs VZ
+272.8%
+3,033.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.5% |
| 7D | -0.8% | +2.2% | -3.0% | -1.7% |
| 30D | +9.5% | +10.6% | -1.1% | +4.6% |
| 3M | +16.7% | -0.6% | +17.3% | +16.4% |
| 6M | +32.9% | +0.7% | +32.2% | +31.1% |
| YTD | +21.1% | +20.6% | +0.5% | +8.5% |
| 1Y | +26.6% | +22.7% | +3.9% | +12.4% |
| 3Y | +78.4% | +57.2% | +21.1% | +35.8% |
| 5Y | +105.5% | +21.4% | +84.1% | +75.9% |
| 10Y | +444.2% | +65.5% | +378.8% | +281.1% |
| All | +3,306.4% | +272.8% | +3,033.6% | +1,253.2% |
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