+21.4%
VZ vs KDP
+17.8%
+3.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | +2.2% | +0.3% | +1.9% | +2.1% |
| 30D | +10.6% | +16.3% | -5.7% | +6.2% |
| 3M | -0.6% | +24.0% | -24.6% | -6.4% |
| 6M | +0.7% | +30.0% | -29.2% | -6.4% |
| YTD | +20.6% | +36.1% | -15.5% | +10.3% |
| 1Y | +22.7% | +46.8% | -24.1% | +10.0% |
| 3Y | +57.2% | +30.5% | +26.8% | +43.1% |
| 5Y | +21.4% | +17.9% | +3.5% | +12.4% |
| All | +21.4% | +17.8% | +3.6% | +12.4% |
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