+60.5%
VZ vs COO
+49.3%
+11.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.6% |
| 7D | +0.1% | -2.2% | +2.3% | +0.5% |
| 30D | +7.9% | -7.0% | +14.9% | +9.3% |
| 3M | +13.6% | +12.2% | +1.4% | +11.1% |
| 6M | +1.1% | -15.1% | +16.2% | +3.8% |
| YTD | +29.3% | -15.1% | +44.4% | +32.7% |
| 1Y | +21.2% | +2.3% | +18.9% | +19.8% |
| 3Y | +75.9% | -23.7% | +99.6% | +80.7% |
| 5Y | +24.1% | -38.9% | +63.0% | +32.2% |
| All | +60.5% | +49.3% | +11.2% | +39.8% |
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