+71.6%
VZ vs NKE
-11.8%
+83.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.7% |
| 7D | +0.9% | -5.4% | +6.3% | +1.6% |
| 30D | +8.9% | +8.4% | +0.5% | +7.7% |
| 3M | +0.1% | -6.3% | +6.4% | +0.8% |
| 6M | +1.9% | -7.8% | +9.7% | +2.7% |
| YTD | +22.0% | -38.3% | +60.3% | +28.9% |
| 1Y | +22.1% | -37.3% | +59.4% | +28.6% |
| 3Y | +58.7% | -61.3% | +120.0% | +76.3% |
| 5Y | +22.3% | -74.8% | +97.2% | +44.6% |
| 10Y | +71.6% | -12.7% | +84.3% | +55.0% |
| All | +71.6% | -11.8% | +83.4% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NKE.
Daily Out/Under-Performance
Portfolio return minus NKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NKE 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 10y: compounded portfolio wealth divided by compounded NKE 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…
10y analysis · Full analysis span regression · 6 months rolling