+78.8%
VZ vs EXPE
+176.2%
-97.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.9% |
| 7D | +0.1% | -9.5% | +9.6% | +0.1% |
| 30D | +7.9% | -6.6% | +14.5% | +7.9% |
| 3M | +13.6% | +31.4% | -17.7% | +14.0% |
| 6M | +1.1% | +35.2% | -34.1% | +1.3% |
| YTD | +29.3% | +5.8% | +23.5% | +29.8% |
| 1Y | +21.2% | +38.7% | -17.4% | +20.5% |
| All | +78.8% | +176.2% | -97.4% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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