+25.9%
VZ vs NKE
-74.2%
+100.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | +7.1% | -7.7% | +14.8% | +7.8% |
| 3M | +12.8% | -10.9% | +23.8% | +13.8% |
| 6M | +1.8% | -31.9% | +33.7% | +4.7% |
| YTD | +30.0% | -38.6% | +68.6% | +34.7% |
| 1Y | +24.3% | -46.9% | +71.2% | +30.2% |
| 3Y | +84.3% | -58.2% | +142.5% | +95.8% |
| 5Y | +25.9% | -74.0% | +100.0% | +35.5% |
| All | +25.9% | -74.2% | +100.2% | +35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling