+908.7%
VZ vs JCI
+2,171.6%
-1,262.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.6% | -1.4% |
| 7D | +2.1% | -9.4% | +11.5% | +3.6% |
| 30D | +1.4% | -13.4% | +14.8% | +3.3% |
| 3M | -1.3% | -12.4% | +11.1% | +0.3% |
| 6M | -0.5% | -5.1% | +4.6% | -0.7% |
| YTD | +19.6% | +13.7% | +5.9% | +15.7% |
| 1Y | +22.4% | +11.4% | +11.0% | +18.6% |
| 3Y | +55.9% | +175.9% | -120.0% | +28.1% |
| 5Y | +20.4% | +98.4% | -78.0% | +3.3% |
| 10Y | +66.9% | +311.2% | -244.3% | +23.8% |
| All | +908.7% | +2,171.6% | -1,262.9% | +340.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling