+67.1%
VZ vs ALK
-42.1%
+109.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | +0.2% |
| 7D | +5.6% | +7.1% | -1.4% | +5.0% |
| 30D | +1.9% | -3.0% | +4.8% | +2.0% |
| 3M | +0.8% | -25.6% | +26.4% | +3.0% |
| 6M | +0.6% | +0.5% | +0.1% | 0.0% |
| YTD | +20.8% | -23.1% | +43.8% | +22.0% |
| 1Y | +23.9% | -7.5% | +31.5% | +22.8% |
| 3Y | +55.7% | +15.3% | +40.4% | +46.5% |
| 5Y | +21.5% | -34.8% | +56.3% | +20.4% |
| All | +67.1% | -42.1% | +109.2% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling