+788.0%
VZ vs O
+5,283.0%
-4,495.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | +5.6% | +4.5% | +1.1% | +4.4% |
| 30D | +1.9% | +10.2% | -8.3% | -0.7% |
| 3M | +0.8% | -3.8% | +4.5% | +1.8% |
| 6M | +0.6% | -3.8% | +4.5% | +1.7% |
| YTD | +20.8% | +10.3% | +10.4% | +17.7% |
| 1Y | +23.9% | +11.9% | +12.1% | +20.3% |
| 3Y | +55.7% | +38.1% | +17.6% | +42.6% |
| 5Y | +21.5% | +11.1% | +10.5% | +17.1% |
| 10Y | +68.5% | +72.7% | -4.3% | +37.8% |
| All | +788.0% | +5,283.0% | -4,495.0% | +248.0% |
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