+353.2%
VZ vs EXPE
+729.3%
-376.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.7% | +0.4% |
| 7D | +0.9% | -17.8% | +18.7% | +3.0% |
| 30D | +8.9% | -3.2% | +12.2% | +9.1% |
| 3M | +0.1% | -19.0% | +19.1% | +2.0% |
| 6M | +1.9% | +17.7% | -15.8% | -0.5% |
| YTD | +22.0% | -7.8% | +29.8% | +21.3% |
| 1Y | +22.1% | -1.4% | +23.5% | +20.3% |
| 3Y | +58.7% | +121.9% | -63.3% | +38.4% |
| 5Y | +22.3% | +44.3% | -21.9% | +9.5% |
| 10Y | +71.6% | +125.4% | -53.8% | +35.5% |
| All | +353.2% | +729.3% | -376.1% | +121.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling