+65.5%
VZ vs COO
+40.7%
+24.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.4% |
| 7D | +2.2% | +4.3% | -2.0% | +1.5% |
| 30D | +10.6% | +17.6% | -7.0% | +7.5% |
| 3M | -0.6% | -13.9% | +13.3% | +1.7% |
| 6M | +0.7% | +6.6% | -5.8% | -1.0% |
| YTD | +20.6% | -22.0% | +42.6% | +25.2% |
| 1Y | +22.7% | -8.8% | +31.5% | +23.6% |
| 3Y | +57.2% | -21.5% | +78.7% | +59.4% |
| 5Y | +21.4% | -41.0% | +62.4% | +29.4% |
| 10Y | +65.5% | +40.9% | +24.6% | +45.9% |
| All | +65.5% | +40.7% | +24.8% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling