+21.8%
VZ vs LEN
-13.2%
+35.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | -5.8% | +7.2% | +2.1% |
| 30D | +4.4% | +13.7% | -9.3% | +2.9% |
| 3M | -2.4% | -3.9% | +1.5% | -2.2% |
| 6M | +1.4% | -0.4% | +1.8% | +1.0% |
| YTD | +21.4% | -16.8% | +38.2% | +22.8% |
| 1Y | +20.3% | -29.5% | +49.8% | +23.8% |
| 3Y | +57.4% | -25.6% | +83.0% | +58.7% |
| All | +21.8% | -13.2% | +35.0% | +11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling