+23.9%
VZ vs ALAB
+25.0%
-1.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.5% |
| 7D | +2.4% | -7.5% | +9.8% | +1.8% |
| 30D | +11.2% | -36.8% | +48.0% | +6.7% |
| 3M | 0.0% | -31.9% | +31.9% | -2.6% |
| 6M | +1.3% | +8.2% | -6.9% | +4.2% |
| YTD | +21.3% | +29.9% | -8.7% | +28.8% |
| 1Y | +23.9% | +24.4% | -0.5% | +32.0% |
| All | +23.9% | +25.0% | -1.0% | +32.0% |
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