+22.0%
VZ vs KWEB
-33.5%
+55.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.5% |
| 7D | -1.0% | -3.6% | +2.6% | -1.2% |
| 30D | +5.8% | -14.9% | +20.7% | +4.6% |
| 3M | +10.5% | -5.4% | +15.9% | +10.4% |
| 6M | +1.8% | -18.9% | +20.6% | +0.4% |
| YTD | +28.3% | -27.2% | +55.5% | +24.4% |
| 1Y | +22.0% | -34.2% | +56.2% | +19.4% |
| All | +22.0% | -33.5% | +55.5% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 1y: compounded portfolio wealth divided by compounded KWEB 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…
1y analysis · Full analysis span regression · 6 months rolling