+37.5%
VZ vs ALAB
+241.5%
-204.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -19.6% | +19.5% | -1.4% |
| 7D | +5.6% | -38.2% | +43.8% | +2.5% |
| 30D | +1.9% | -54.0% | +55.8% | -2.8% |
| 3M | +0.8% | -43.6% | +44.4% | -2.2% |
| 6M | +0.6% | -16.8% | +17.4% | +0.7% |
| YTD | +20.8% | +7.9% | +12.9% | +23.8% |
| 1Y | +23.9% | -1.4% | +25.3% | +26.9% |
| All | +37.5% | +241.5% | -204.0% | +51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling