+41.9%
VZ vs NTR
+83.5%
-41.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +2.4% | +4.1% | -1.7% | +1.9% |
| 30D | +11.2% | +7.0% | +4.2% | +10.3% |
| 3M | 0.0% | +9.7% | -9.7% | -1.1% |
| 6M | +1.3% | +7.4% | -6.1% | +0.3% |
| YTD | +21.3% | +19.8% | +1.5% | +18.0% |
| 1Y | +23.9% | +25.4% | -1.5% | +19.8% |
| 3Y | +57.7% | +48.6% | +9.1% | +47.7% |
| 5Y | +21.2% | +24.0% | -2.8% | +13.1% |
| All | +41.9% | +83.5% | -41.6% | +17.7% |
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