+25.5%
VZ vs JD
-60.2%
+85.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.8% | -0.9% |
| 7D | +0.1% | -1.7% | +1.7% | +0.1% |
| 30D | +7.9% | -13.2% | +21.1% | +8.2% |
| 3M | +13.6% | -3.2% | +16.8% | +13.7% |
| 6M | +1.1% | +15.2% | -14.1% | +0.8% |
| YTD | +29.3% | +2.0% | +27.3% | +29.2% |
| 1Y | +21.2% | -5.4% | +26.6% | +21.3% |
| 3Y | +75.9% | -9.1% | +85.0% | +74.7% |
| All | +25.5% | -60.2% | +85.7% | +24.5% |
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