+21.2%
VZ vs P
+256.4%
-235.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.4% | +0.5% |
| 7D | +2.4% | -13.3% | +15.7% | +1.8% |
| 30D | +11.2% | -34.0% | +45.2% | +9.6% |
| 3M | 0.0% | +4.1% | -4.1% | +0.3% |
| 6M | +1.3% | +30.5% | -29.2% | +2.8% |
| YTD | +21.3% | +52.2% | -30.9% | +23.8% |
| 1Y | +23.9% | +10.3% | +13.7% | +25.9% |
| 3Y | +57.7% | +180.9% | -123.2% | +59.8% |
| 5Y | +21.2% | +259.7% | -238.5% | +19.5% |
| All | +21.2% | +256.4% | -235.2% | +19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling