+25.5%
VZ vs NOC
+53.6%
-28.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.6% |
| 7D | +0.1% | -5.2% | +5.3% | +0.7% |
| 30D | +7.9% | -7.2% | +15.1% | +8.9% |
| 3M | +13.6% | -5.1% | +18.8% | +14.3% |
| 6M | +1.1% | -31.1% | +32.2% | +5.5% |
| YTD | +29.3% | -8.6% | +37.9% | +29.9% |
| 1Y | +21.2% | -9.7% | +31.0% | +21.9% |
| 3Y | +75.9% | +24.3% | +51.6% | +68.0% |
| All | +25.5% | +53.6% | -28.2% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 NOC 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