+346.9%
VZ vs KRE
+145.6%
+201.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | +2.1% | +0.3% | +1.9% | +2.1% |
| 30D | +1.4% | +4.8% | -3.4% | +0.2% |
| 3M | -1.3% | -5.1% | +3.8% | 0.0% |
| 6M | -0.5% | +3.3% | -3.8% | -1.4% |
| YTD | +19.6% | +13.3% | +6.3% | +15.4% |
| 1Y | +22.4% | +22.9% | -0.5% | +15.6% |
| 3Y | +55.9% | +82.1% | -26.2% | +28.9% |
| 5Y | +20.4% | +11.0% | +9.4% | +11.5% |
| 10Y | +66.9% | +115.7% | -48.8% | +17.8% |
| All | +346.9% | +145.6% | +201.3% | +181.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling