+239.7%
VZ vs KDP
+1,304.6%
-1,065.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +5.6% | +4.5% | +1.1% | +4.3% |
| 30D | +1.9% | +18.5% | -16.6% | -2.7% |
| 3M | +0.8% | +20.8% | -20.1% | -4.4% |
| 6M | +0.6% | +29.4% | -28.8% | -6.4% |
| YTD | +20.8% | +35.9% | -15.1% | +10.7% |
| 1Y | +23.9% | +42.5% | -18.5% | +12.2% |
| 3Y | +55.7% | +29.4% | +26.3% | +42.9% |
| 5Y | +21.5% | +15.8% | +5.7% | +14.2% |
| 10Y | +68.5% | +236.5% | -168.0% | +11.7% |
| All | +239.7% | +1,304.6% | -1,065.0% | +44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling