+58.0%
VZ vs C
+221.7%
-163.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +0.9% | +4.7% | -3.8% | +1.0% |
| 30D | +6.9% | +0.2% | +6.8% | +6.9% |
| 3M | +0.6% | -9.3% | +10.0% | +0.5% |
| 6M | +0.3% | -0.8% | +1.2% | +0.3% |
| YTD | +21.9% | +8.5% | +13.4% | +21.9% |
| 1Y | +21.7% | +23.1% | -1.4% | +21.0% |
| All | +58.0% | +221.7% | -163.7% | +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