+22.1%
VZ vs LQD
-1.9%
+24.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +0.9% | -0.5% | +1.4% | +0.9% |
| 30D | +8.9% | +1.7% | +7.2% | +9.2% |
| 3M | +0.1% | -0.7% | +0.8% | -0.4% |
| 6M | +1.9% | -2.2% | +4.2% | +0.8% |
| YTD | +22.0% | -1.9% | +23.9% | +21.1% |
| 1Y | +22.1% | -2.0% | +24.2% | +21.1% |
| All | +22.1% | -1.9% | +24.0% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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