+73.3%
VZ vs COO
+40.1%
+33.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | +0.9% | -2.1% | +3.0% | +1.3% |
| 30D | +6.9% | +13.9% | -7.0% | +4.5% |
| 3M | +0.6% | -18.9% | +19.6% | +4.0% |
| 6M | +0.3% | +3.7% | -3.4% | -1.0% |
| YTD | +21.9% | -24.1% | +46.0% | +27.1% |
| 1Y | +21.7% | -14.2% | +35.9% | +23.9% |
| 3Y | +58.5% | -24.5% | +83.0% | +61.8% |
| 5Y | +22.4% | -40.4% | +62.9% | +30.0% |
| All | +73.3% | +40.1% | +33.3% | +53.2% |
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