+25.5%
VZ vs B
+153.8%
-128.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.8% |
| 7D | +0.1% | -1.6% | +1.7% | +0.2% |
| 30D | +7.9% | +9.4% | -1.5% | +7.3% |
| 3M | +13.6% | +5.0% | +8.7% | +13.2% |
| 6M | +1.1% | -3.5% | +4.6% | +1.1% |
| YTD | +29.3% | +4.5% | +24.8% | +27.4% |
| 1Y | +21.2% | +67.8% | -46.5% | +12.1% |
| 3Y | +75.9% | +196.7% | -120.8% | +48.1% |
| All | +25.5% | +153.8% | -128.3% | +6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling