+21.4%
VZ vs EXC
+43.6%
-22.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.3% |
| 3M | -0.6% | +1.0% | -1.6% | -1.1% |
| 6M | +0.7% | +5.9% | -5.2% | -1.3% |
| YTD | +20.6% | +7.6% | +13.0% | +17.2% |
| 1Y | +22.7% | +2.4% | +20.3% | +21.2% |
| 3Y | +57.2% | +30.2% | +27.0% | +42.3% |
| 5Y | +21.4% | +41.4% | -20.0% | +8.3% |
| All | +21.4% | +43.6% | -22.2% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling