+22.4%
VZ vs P
-0.9%
+23.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.5% | -0.6% |
| 7D | +2.1% | -23.8% | +26.0% | 0.0% |
| 30D | +1.4% | -36.6% | +38.0% | -1.9% |
| 3M | -1.3% | +10.9% | -12.1% | 0.0% |
| 6M | -0.5% | +30.0% | -30.5% | +3.1% |
| YTD | +19.6% | +44.4% | -24.7% | +25.4% |
| 1Y | +22.4% | +3.9% | +18.4% | +27.6% |
| All | +22.4% | -0.9% | +23.2% | +27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling