+57.2%
VZ vs KR
+65.7%
-8.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.4% | +0.7% |
| 7D | +2.2% | -0.5% | +2.8% | +2.4% |
| 30D | +10.6% | +10.3% | +0.3% | +7.7% |
| 3M | -0.6% | +20.7% | -21.3% | -5.5% |
| 6M | +0.7% | +4.9% | -4.1% | -1.2% |
| YTD | +20.6% | +10.7% | +9.9% | +16.4% |
| 1Y | +22.7% | +7.2% | +15.6% | +19.2% |
| 3Y | +57.2% | +65.7% | -8.5% | +44.7% |
| All | +57.2% | +65.7% | -8.5% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 3y: compounded portfolio wealth divided by compounded KR 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…
3y analysis · Full analysis span regression · 6 months rolling