+57.2%
VZ vs COP
+27.0%
+30.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +0.9% |
| 7D | +2.2% | -8.4% | +10.7% | +3.1% |
| 30D | +10.6% | +0.3% | +10.3% | +10.4% |
| 3M | -0.6% | +15.1% | -15.7% | -2.1% |
| 6M | +0.7% | +19.8% | -19.0% | -1.3% |
| YTD | +20.6% | +46.8% | -26.2% | +16.2% |
| 1Y | +22.7% | +59.7% | -37.0% | +17.5% |
| 3Y | +57.2% | +28.7% | +28.5% | +52.3% |
| All | +57.2% | +27.0% | +30.2% | +52.3% |
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