+1,134.9%
VZ vs LIN
+9,840.7%
-8,705.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | +0.1% | -2.1% | +2.2% | +0.6% |
| 30D | +7.9% | -2.4% | +10.3% | +8.6% |
| 3M | +13.6% | -5.6% | +19.2% | +15.1% |
| 6M | +1.1% | -3.4% | +4.5% | +1.7% |
| YTD | +29.3% | +13.1% | +16.2% | +24.9% |
| 1Y | +21.2% | +2.5% | +18.8% | +20.0% |
| 3Y | +75.9% | +27.6% | +48.3% | +64.0% |
| 5Y | +24.1% | +63.0% | -39.0% | +7.2% |
| 10Y | +62.4% | +359.3% | -296.9% | +5.2% |
| All | +1,134.9% | +9,840.7% | -8,705.8% | +397.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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