+22.1%
VZ vs COO
-11.7%
+33.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.7% |
| 7D | +0.9% | -2.3% | +3.2% | +1.1% |
| 30D | +8.9% | +13.3% | -4.4% | +8.0% |
| 3M | +0.1% | -18.1% | +18.2% | +2.0% |
| 6M | +1.9% | +6.7% | -4.8% | +1.7% |
| YTD | +22.0% | -23.2% | +45.2% | +25.1% |
| 1Y | +22.1% | -12.3% | +34.4% | +21.9% |
| All | +22.1% | -11.7% | +33.8% | +21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling