+25.2%
VZ vs C
+27.1%
-1.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +2.3% |
| 7D | +6.9% | +1.1% | +5.9% | +7.1% |
| 30D | +2.3% | -2.4% | +4.7% | +2.0% |
| 3M | 0.0% | -8.4% | +8.4% | -1.0% |
| 6M | +0.2% | +0.3% | -0.1% | +1.0% |
| YTD | +20.9% | +9.1% | +11.8% | +23.5% |
| 1Y | +25.2% | +26.0% | -0.8% | +27.7% |
| All | +25.2% | +27.1% | -1.9% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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