+25.2%
VZ vs ALAB
+23.1%
+2.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.4% | +6.5% | +1.6% |
| 7D | +6.9% | -24.9% | +31.8% | +4.0% |
| 30D | +2.3% | -38.4% | +40.6% | -2.3% |
| 3M | 0.0% | -38.3% | +38.3% | -3.7% |
| 6M | +0.2% | +10.9% | -10.7% | +3.1% |
| YTD | +20.9% | +34.2% | -13.3% | +28.3% |
| 1Y | +25.2% | +24.5% | +0.7% | +33.2% |
| All | +25.2% | +23.1% | +2.1% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 1y: compounded portfolio wealth divided by compounded ALAB 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…
1y analysis · Full analysis span regression · 6 months rolling