+25.5%
VZ vs COP
+186.8%
-161.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +6.2% |
| 3M | +13.6% | +13.4% | +0.3% | +12.1% |
| 6M | +1.1% | +17.7% | -16.6% | -0.7% |
| YTD | +29.3% | +46.6% | -17.3% | +24.4% |
| 1Y | +21.2% | +44.6% | -23.4% | +16.7% |
| 3Y | +75.9% | +20.7% | +55.2% | +70.9% |
| All | +25.5% | +186.8% | -161.4% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling