+2,926.4%
V vs VZ
+299.7%
+2,626.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.6% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | +2.0% | +7.9% | -5.9% | -1.5% |
| 3M | +17.4% | +13.6% | +3.7% | +10.2% |
| 6M | +17.5% | +1.1% | +16.4% | +16.1% |
| YTD | +7.6% | +29.3% | -21.7% | -6.2% |
| 1Y | +7.7% | +21.2% | -13.5% | -3.4% |
| 3Y | +54.7% | +75.9% | -21.2% | +11.7% |
| 5Y | +73.0% | +24.1% | +49.0% | +48.2% |
| 10Y | +390.9% | +62.4% | +328.5% | +252.8% |
| All | +2,926.4% | +299.7% | +2,626.8% | +1,070.9% |
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