+22.4%
VZ vs Q
+17.3%
+5.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.3% | -7.3% | -0.2% |
| 7D | +2.1% | +0.3% | +1.9% | +2.3% |
| 30D | +1.4% | -9.8% | +11.2% | +0.5% |
| 3M | -1.3% | -12.2% | +11.0% | -2.1% |
| 6M | -0.5% | -21.6% | +21.1% | -1.8% |
| YTD | +19.6% | +43.6% | -23.9% | +23.4% |
| 1Y | +22.4% | +25.7% | -3.3% | +27.4% |
| All | +22.4% | +17.3% | +5.1% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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