+21.8%
VZ vs JD
-63.0%
+84.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.4% |
| 7D | +1.5% | -4.1% | +5.6% | +1.5% |
| 30D | +4.4% | +4.6% | -0.2% | +4.3% |
| 3M | -2.4% | -4.7% | +2.4% | -2.3% |
| 6M | +1.4% | -17.4% | +18.8% | +1.7% |
| YTD | +21.4% | +0.7% | +20.7% | +21.3% |
| 1Y | +20.3% | -5.9% | +26.2% | +20.3% |
| 3Y | +57.4% | +18.9% | +38.5% | +55.5% |
| All | +21.8% | -63.0% | +84.8% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling