+64.4%
VZ vs KRE
+119.6%
-55.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.2% | -1.1% |
| 7D | -1.0% | -1.1% | +0.1% | -0.8% |
| 30D | +5.8% | -3.4% | +9.2% | +6.4% |
| 3M | +10.5% | +3.7% | +6.8% | +9.8% |
| 6M | +1.8% | +14.8% | -13.0% | -0.6% |
| YTD | +28.3% | +14.7% | +13.6% | +25.0% |
| 1Y | +22.0% | +16.0% | +5.9% | +18.4% |
| 3Y | +81.8% | +84.3% | -2.4% | +58.8% |
| 5Y | +25.3% | +30.9% | -5.5% | +15.6% |
| 10Y | +64.4% | +122.0% | -57.6% | +34.4% |
| All | +64.4% | +119.6% | -55.2% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 10y: compounded portfolio wealth divided by compounded KRE 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…
10y analysis · Full analysis span regression · 6 months rolling