+65.5%
VZ vs KDP
+231.8%
-166.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | +2.1% | +2.2% | -0.1% | +1.6% |
| 30D | +1.4% | +19.9% | -18.6% | -2.3% |
| 3M | -1.3% | +21.5% | -22.7% | -5.2% |
| 6M | -0.5% | +30.1% | -30.6% | -5.8% |
| YTD | +19.6% | +34.9% | -15.3% | +12.3% |
| 1Y | +22.4% | +43.4% | -21.0% | +13.5% |
| 3Y | +55.9% | +29.1% | +26.8% | +46.6% |
| 5Y | +20.4% | +15.0% | +5.4% | +15.2% |
| All | +65.5% | +231.8% | -166.3% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 10y: compounded portfolio wealth divided by compounded KDP 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…
10y analysis · Full analysis span regression · 6 months rolling