+55.9%
VZ vs COST
+95.5%
-39.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.8% |
| 7D | +2.1% | +4.1% | -1.9% | +1.7% |
| 30D | +1.4% | +12.0% | -10.6% | +0.3% |
| 3M | -1.3% | +11.2% | -12.4% | -2.3% |
| 6M | -0.5% | +6.1% | -6.7% | -1.4% |
| YTD | +19.6% | +22.9% | -3.3% | +18.2% |
| 1Y | +22.4% | +14.7% | +7.6% | +21.1% |
| 3Y | +55.9% | +92.3% | -36.4% | +67.8% |
| All | +55.9% | +95.5% | -39.6% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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