+21.2%
VZ vs B
+70.0%
-48.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -1.1% |
| 7D | +0.1% | -1.6% | +1.7% | -0.1% |
| 30D | +7.9% | +9.4% | -1.5% | +9.0% |
| 3M | +13.6% | +5.0% | +8.7% | +14.5% |
| 6M | +1.1% | -3.5% | +4.6% | +0.8% |
| YTD | +29.3% | +4.5% | +24.8% | +27.8% |
| 1Y | +21.2% | +67.8% | -46.5% | +21.9% |
| All | +21.2% | +70.0% | -48.7% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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