+57.3%
VZ vs B
+164.0%
-106.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | +5.6% | +4.3% | +1.3% | +5.6% |
| 30D | +1.9% | -0.9% | +2.8% | +1.8% |
| 3M | +0.8% | -1.4% | +2.1% | +0.7% |
| 6M | +0.6% | +5.0% | -4.4% | +0.5% |
| YTD | +20.8% | -5.8% | +26.6% | +19.4% |
| 1Y | +23.9% | +25.6% | -1.7% | +19.2% |
| All | +57.3% | +164.0% | -106.7% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling