+23.3%
VZ vs EXC
+2.5%
+20.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +2.2% | -1.7% | +4.0% | +2.8% |
| 30D | +10.6% | +9.3% | +1.3% | +7.7% |
| 3M | -0.6% | +1.0% | -1.6% | -1.0% |
| 6M | +0.7% | +5.9% | -5.2% | -0.3% |
| YTD | +20.6% | +7.6% | +13.0% | +19.9% |
| All | +23.3% | +2.5% | +20.7% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 1y: compounded portfolio wealth divided by compounded EXC 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…
1y analysis · Full analysis span regression · 6 months rolling