+25.5%
VZ vs KEY
+40.7%
-15.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | +0.1% | +2.2% | -2.1% | -0.1% |
| 30D | +7.9% | -3.0% | +10.9% | +8.2% |
| 3M | +13.6% | +3.3% | +10.3% | +13.3% |
| 6M | +1.1% | +9.2% | -8.1% | +0.3% |
| YTD | +29.3% | +10.6% | +18.6% | +27.9% |
| 1Y | +21.2% | +20.4% | +0.8% | +19.0% |
| 3Y | +75.9% | +121.8% | -45.9% | +59.4% |
| All | +25.5% | +40.7% | -15.2% | +17.1% |
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