+51.3%
VZ vs NTR
+100.5%
-49.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.7% |
| 7D | +0.1% | +8.1% | -8.0% | -0.8% |
| 30D | +7.9% | +18.8% | -10.9% | +5.7% |
| 3M | +13.6% | +16.2% | -2.6% | +11.5% |
| 6M | +1.1% | +9.8% | -8.7% | -0.3% |
| YTD | +29.3% | +30.9% | -1.6% | +24.5% |
| 1Y | +21.2% | +41.8% | -20.5% | +15.4% |
| 3Y | +75.9% | +35.8% | +40.1% | +67.0% |
| 5Y | +24.1% | +51.0% | -27.0% | +12.5% |
| All | +51.3% | +100.5% | -49.3% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 all: compounded portfolio wealth divided by compounded NTR 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…
all analysis · Full analysis span regression · 6 months rolling