+25.9%
VZ vs KR
+38.2%
-12.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.0% |
| 7D | +0.2% | -1.3% | +1.5% | +0.5% |
| 30D | +7.1% | +1.5% | +5.6% | +6.8% |
| 3M | +12.8% | -8.5% | +21.4% | +14.6% |
| 6M | +1.8% | -21.9% | +23.7% | +6.3% |
| YTD | +30.0% | -6.9% | +36.9% | +31.3% |
| 1Y | +24.3% | -14.0% | +38.3% | +27.2% |
| 3Y | +84.3% | +30.3% | +54.0% | +76.4% |
| 5Y | +25.9% | +37.7% | -11.8% | +19.6% |
| All | +25.9% | +38.2% | -12.2% | +19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling