+58.0%
VZ vs IT
-53.6%
+111.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.1% |
| 7D | +0.9% | -3.7% | +4.6% | +1.1% |
| 30D | +6.9% | -3.1% | +10.0% | +7.0% |
| 3M | +0.6% | +6.3% | -5.7% | +0.3% |
| 6M | +0.3% | +24.8% | -24.5% | -0.8% |
| YTD | +21.9% | -24.4% | +46.2% | +22.1% |
| 1Y | +21.7% | -17.1% | +38.8% | +21.3% |
| All | +58.0% | -53.6% | +111.6% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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