+20.2%
VZ vs C
+107.6%
-87.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.0% |
| 7D | +2.1% | -2.4% | +4.5% | +2.3% |
| 30D | +1.4% | -6.0% | +7.4% | +1.8% |
| 3M | -1.3% | -10.5% | +9.3% | -0.4% |
| 6M | -0.5% | -5.7% | +5.2% | -0.3% |
| YTD | +19.6% | +4.1% | +15.5% | +18.3% |
| 1Y | +22.4% | +20.5% | +1.9% | +18.6% |
| 3Y | +55.9% | +208.1% | -152.2% | +24.5% |
| All | +20.2% | +107.6% | -87.4% | +3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling