+21.5%
VZ vs KEY
+12.4%
+9.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.1% |
| 7D | +5.6% | -2.5% | +8.1% | +5.8% |
| 30D | +1.9% | +4.1% | -2.2% | +1.5% |
| 3M | +0.8% | -8.4% | +9.1% | +1.5% |
| 6M | +0.6% | -2.3% | +2.9% | +0.7% |
| YTD | +20.8% | +4.6% | +16.2% | +20.1% |
| 1Y | +23.9% | +24.6% | -0.6% | +21.3% |
| 3Y | +55.7% | +112.8% | -57.1% | +42.0% |
| 5Y | +21.5% | +12.9% | +8.6% | +17.0% |
| All | +21.5% | +12.4% | +9.2% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling