+73.3%
VZ vs P
+666.7%
-593.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.5% | -0.1% |
| 7D | +0.9% | +17.8% | -16.9% | +0.9% |
| 30D | +6.9% | -29.9% | +36.8% | +7.1% |
| 3M | +0.6% | -1.2% | +1.8% | +0.5% |
| 6M | +0.3% | +32.1% | -31.8% | -0.1% |
| YTD | +21.9% | +64.3% | -42.4% | +20.8% |
| 1Y | +21.7% | +24.3% | -2.6% | +21.1% |
| 3Y | +58.5% | +203.2% | -144.7% | +50.4% |
| 5Y | +22.4% | +290.4% | -268.0% | +13.3% |
| All | +73.3% | +666.7% | -593.4% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 10y: compounded portfolio wealth divided by compounded P 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…
10y analysis · Full analysis span regression · 6 months rolling