+990.1%
VZ vs JCI
+2,331.5%
-1,341.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.8% | -1.2% |
| 7D | +0.1% | +3.8% | -3.8% | -0.5% |
| 30D | +7.9% | -5.7% | +13.6% | +8.8% |
| 3M | +13.6% | -1.4% | +15.0% | +13.5% |
| 6M | +1.1% | +4.1% | -3.0% | -0.2% |
| YTD | +29.3% | +21.7% | +7.5% | +24.3% |
| 1Y | +21.2% | +36.1% | -14.9% | +14.2% |
| 3Y | +75.9% | +154.4% | -78.5% | +47.3% |
| 5Y | +24.1% | +112.0% | -87.9% | +5.8% |
| 10Y | +62.4% | +322.2% | -259.8% | +20.5% |
| All | +990.1% | +2,331.5% | -1,341.5% | +373.3% |
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