+850.7%
VZ vs O
+5,387.7%
-4,537.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | +7.9% | -1.9% | +9.8% | +8.4% |
| 3M | +13.6% | +3.8% | +9.8% | +12.6% |
| 6M | +1.1% | -4.7% | +5.8% | +2.4% |
| YTD | +29.3% | +12.5% | +16.8% | +25.3% |
| 1Y | +21.2% | +10.8% | +10.4% | +18.0% |
| 3Y | +75.9% | +28.8% | +47.1% | +63.9% |
| 5Y | +24.1% | +13.2% | +10.9% | +18.9% |
| 10Y | +62.4% | +53.5% | +8.9% | +36.9% |
| All | +850.7% | +5,387.7% | -4,537.1% | +270.7% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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