+25.5%
VZ vs LNG
+252.8%
-227.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | +0.1% | +3.4% | -3.3% | -0.2% |
| 30D | +7.9% | +14.9% | -7.0% | +6.9% |
| 3M | +13.6% | +21.4% | -7.7% | +12.0% |
| 6M | +1.1% | +17.8% | -16.7% | -0.2% |
| YTD | +29.3% | +51.3% | -22.0% | +25.4% |
| 1Y | +21.2% | +24.4% | -3.2% | +19.2% |
| 3Y | +75.9% | +79.7% | -3.8% | +67.0% |
| All | +25.5% | +252.8% | -227.3% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 LNG 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