+21.2%
VZ vs LEN
-37.1%
+58.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | +0.1% | -3.2% | +3.3% | +0.4% |
| 30D | +7.9% | -4.9% | +12.8% | +8.3% |
| 3M | +13.6% | -8.5% | +22.1% | +14.2% |
| 6M | +1.1% | -20.7% | +21.8% | +2.7% |
| YTD | +29.3% | -17.4% | +46.7% | +30.3% |
| 1Y | +21.2% | -38.2% | +59.5% | +24.8% |
| All | +21.2% | -37.1% | +58.4% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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