+20.3%
VZ vs C
+23.5%
-3.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | +4.2% | -2.7% | +2.0% |
| 30D | +4.4% | +2.0% | +2.4% | +4.6% |
| 3M | -2.4% | -10.1% | +7.8% | -3.6% |
| 6M | +1.4% | +1.0% | +0.4% | +2.3% |
| YTD | +21.4% | +8.5% | +12.9% | +23.7% |
| 1Y | +20.3% | +25.7% | -5.5% | +19.6% |
| All | +20.3% | +23.5% | -3.3% | +19.6% |
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