+22.4%
VZ vs KDP
+13.5%
+9.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.4% | +7.3% | +1.8% |
| 7D | +0.9% | -4.0% | +4.9% | +1.9% |
| 30D | +6.9% | +8.5% | -1.5% | +4.4% |
| 3M | +0.6% | +20.7% | -20.1% | -4.7% |
| 6M | +0.3% | +23.2% | -22.9% | -5.6% |
| YTD | +21.9% | +30.5% | -8.6% | +12.6% |
| 1Y | +21.7% | +35.9% | -14.2% | +11.1% |
| 3Y | +58.5% | +24.8% | +33.7% | +45.8% |
| 5Y | +22.4% | +13.4% | +9.0% | +14.0% |
| All | +22.4% | +13.5% | +9.0% | +14.0% |
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