+20.2%
VZ vs KDP
+14.9%
+5.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | +2.1% | +2.2% | -0.1% | +1.5% |
| 30D | +1.4% | +19.9% | -18.6% | -3.5% |
| 3M | -1.3% | +21.5% | -22.7% | -6.5% |
| 6M | -0.5% | +30.1% | -30.6% | -7.7% |
| YTD | +19.6% | +34.9% | -15.3% | +9.7% |
| 1Y | +22.4% | +43.4% | -21.0% | +10.3% |
| 3Y | +55.9% | +29.1% | +26.8% | +42.3% |
| All | +20.2% | +14.9% | +5.3% | +11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling