+21.8%
VZ vs KDP
+16.7%
+5.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -1.1% |
| 7D | +1.5% | -0.8% | +2.3% | +1.5% |
| 30D | +4.4% | +9.7% | -5.4% | +1.6% |
| 3M | -2.4% | +17.6% | -20.0% | -6.8% |
| 6M | +1.4% | +25.8% | -24.4% | -5.1% |
| YTD | +21.4% | +33.9% | -12.5% | +11.4% |
| 1Y | +20.3% | +38.9% | -18.6% | +9.2% |
| 3Y | +57.4% | +26.8% | +30.6% | +44.3% |
| All | +21.8% | +16.7% | +5.1% | +12.7% |
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