+21.5%
VZ vs ALB
-61.8%
+83.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.7% | -0.2% |
| 7D | +5.6% | +5.5% | +0.2% | +5.5% |
| 30D | +1.9% | -7.5% | +9.4% | +2.0% |
| 3M | +0.8% | -16.9% | +17.7% | +1.2% |
| 6M | +0.6% | -49.2% | +49.8% | +2.3% |
| YTD | +20.8% | -29.9% | +50.6% | +21.4% |
| 1Y | +23.9% | +8.2% | +15.7% | +22.6% |
| 3Y | +55.7% | -19.4% | +75.1% | +53.8% |
| 5Y | +21.5% | -61.6% | +83.2% | +22.0% |
| All | +21.5% | -61.8% | +83.3% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 5y: compounded portfolio wealth divided by compounded ALB 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…
5y analysis · Full analysis span regression · 6 months rolling