+1,054.8%
VZ vs LIN
+10,822.5%
-9,767.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +1.4% |
| 7D | +6.9% | +3.3% | +3.7% | +6.1% |
| 30D | +2.3% | +8.8% | -6.5% | +0.1% |
| 3M | 0.0% | +8.6% | -8.6% | -2.1% |
| 6M | +0.2% | +7.0% | -6.8% | -1.7% |
| YTD | +20.9% | +24.3% | -3.4% | +14.0% |
| 1Y | +25.2% | +27.3% | -2.0% | +17.4% |
| 3Y | +55.9% | +38.9% | +16.9% | +42.2% |
| 5Y | +22.6% | +69.4% | -46.8% | +4.9% |
| 10Y | +68.6% | +440.7% | -372.1% | +4.9% |
| All | +1,054.8% | +10,822.5% | -9,767.8% | +353.8% |
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