+78.8%
VZ vs COP
+20.1%
+58.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.8% |
| 7D | +0.1% | +3.0% | -2.9% | -0.2% |
| 30D | +7.9% | +17.5% | -9.6% | +6.3% |
| 3M | +13.6% | +13.4% | +0.3% | +12.2% |
| 6M | +1.1% | +17.7% | -16.6% | -0.6% |
| YTD | +29.3% | +46.6% | -17.3% | +25.0% |
| 1Y | +21.2% | +44.6% | -23.4% | +17.3% |
| All | +78.8% | +20.1% | +58.7% | +72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling