+24.3%
VZ vs LNT
+9.4%
+14.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.2% |
| 7D | +0.2% | +1.0% | -0.8% | -0.2% |
| 30D | +7.1% | -1.1% | +8.2% | +7.6% |
| 3M | +12.8% | -3.6% | +16.4% | +14.8% |
| 6M | +1.8% | -2.7% | +4.5% | +3.3% |
| YTD | +30.0% | +8.0% | +22.0% | +28.7% |
| 1Y | +24.3% | +10.5% | +13.9% | +25.3% |
| All | +24.3% | +9.4% | +14.9% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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