+57.3%
VZ vs COO
-24.0%
+81.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | 0.0% |
| 7D | +5.6% | +5.3% | +0.4% | +5.2% |
| 30D | +1.9% | +12.5% | -10.7% | +0.9% |
| 3M | +0.8% | -15.1% | +15.9% | +2.0% |
| 6M | +0.6% | +3.7% | -3.1% | +0.2% |
| YTD | +20.8% | -22.5% | +43.3% | +23.0% |
| 1Y | +23.9% | -7.8% | +31.7% | +24.4% |
| All | +57.3% | -24.0% | +81.3% | +60.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling