+23.3%
VZ vs KEY
+22.7%
+0.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.8% |
| 7D | +2.2% | -0.4% | +2.6% | +2.2% |
| 30D | +10.6% | +7.2% | +3.4% | +10.5% |
| 3M | -0.6% | -4.9% | +4.3% | -1.0% |
| 6M | +0.7% | +1.1% | -0.3% | +1.1% |
| YTD | +20.6% | +6.8% | +13.8% | +21.2% |
| All | +23.3% | +22.7% | +0.6% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 1y: compounded portfolio wealth divided by compounded KEY 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…
1y analysis · Full analysis span regression · 6 months rolling