+20.2%
VZ vs JCI
+95.9%
-75.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.6% | -1.0% |
| 7D | +2.1% | -9.4% | +11.5% | +2.3% |
| 30D | +1.4% | -13.4% | +14.8% | +1.6% |
| 3M | -1.3% | -12.4% | +11.1% | -1.1% |
| 6M | -0.5% | -5.1% | +4.6% | -0.8% |
| YTD | +19.6% | +13.7% | +5.9% | +17.5% |
| 1Y | +22.4% | +11.4% | +11.0% | +20.4% |
| 3Y | +55.9% | +175.9% | -120.0% | +36.5% |
| All | +20.2% | +95.9% | -75.7% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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