+21.7%
VZ vs JD
-10.8%
+32.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | -0.1% |
| 7D | +0.9% | -4.0% | +4.9% | +0.8% |
| 30D | +6.9% | +2.7% | +4.3% | +6.9% |
| 3M | +0.6% | -13.0% | +13.7% | -0.1% |
| 6M | +0.3% | -12.7% | +13.0% | -0.6% |
| YTD | +21.9% | -0.8% | +22.7% | +23.5% |
| 1Y | +21.7% | -8.9% | +30.6% | +24.8% |
| All | +21.7% | -10.8% | +32.5% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 1y: compounded portfolio wealth divided by compounded JD 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…
1y analysis · Full analysis span regression · 6 months rolling