+20.6%
VZ vs COMP
-47.7%
+68.3%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -0.9% |
| 7D | +0.1% | +1.4% | -1.3% | 0.0% |
| 30D | +7.9% | -13.3% | +21.2% | +8.3% |
| 3M | +13.6% | +41.1% | -27.5% | +12.5% |
| 6M | +1.1% | +17.2% | -16.1% | +0.3% |
| YTD | +29.3% | +5.2% | +24.1% | +28.4% |
| 1Y | +21.2% | +18.9% | +2.3% | +19.8% |
| 3Y | +75.9% | +215.9% | -140.0% | +65.6% |
| 5Y | +24.1% | -31.2% | +55.3% | +13.8% |
| All | +20.6% | -47.7% | +68.3% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 all: compounded portfolio wealth divided by compounded COMP 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…
all analysis · Full analysis span regression · 6 months rolling