+57.7%
VZ vs C
+219.0%
-161.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +2.4% | -0.4% | +2.7% | +2.4% |
| 30D | +11.2% | -5.2% | +16.4% | +11.1% |
| 3M | 0.0% | -9.1% | +9.1% | -0.1% |
| 6M | +1.3% | -1.6% | +2.9% | +1.3% |
| YTD | +21.3% | +6.9% | +14.3% | +21.2% |
| 1Y | +23.9% | +23.0% | +1.0% | +23.1% |
| 3Y | +57.7% | +216.1% | -158.5% | +39.3% |
| All | +57.7% | +219.0% | -161.3% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling