+990.1%
VZ vs COO
+5,988.7%
-4,998.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.8% |
| 7D | +0.1% | -2.2% | +2.3% | +0.2% |
| 30D | +7.9% | -7.0% | +14.9% | +8.3% |
| 3M | +13.6% | +12.2% | +1.4% | +13.0% |
| 6M | +1.1% | -15.1% | +16.2% | +1.8% |
| YTD | +29.3% | -15.1% | +44.4% | +30.2% |
| 1Y | +21.2% | +2.3% | +18.9% | +20.9% |
| 3Y | +75.9% | -23.7% | +99.6% | +77.2% |
| 5Y | +24.1% | -38.9% | +63.0% | +25.9% |
| 10Y | +62.4% | +49.9% | +12.5% | +58.2% |
| All | +990.1% | +5,988.7% | -4,998.6% | +881.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling