+65.5%
VZ vs COP
+324.3%
-258.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | +2.1% | -11.5% | +13.7% | +3.5% |
| 30D | +1.4% | +5.0% | -3.6% | +0.8% |
| 3M | -1.3% | +17.5% | -18.7% | -3.1% |
| 6M | -0.5% | +16.2% | -16.8% | -2.4% |
| YTD | +19.6% | +48.8% | -29.1% | +14.2% |
| 1Y | +22.4% | +64.1% | -41.7% | +15.5% |
| 3Y | +55.9% | +25.7% | +30.2% | +50.2% |
| 5Y | +20.4% | +114.4% | -94.0% | +7.6% |
| All | +65.5% | +324.3% | -258.8% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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