+21.7%
VZ vs QSR
+13.6%
+8.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.2% |
| 7D | +0.9% | -3.9% | +4.8% | +1.8% |
| 30D | +6.9% | +5.9% | +1.0% | +5.7% |
| 3M | +0.6% | +1.7% | -1.1% | +0.2% |
| 6M | +0.3% | -1.9% | +2.2% | 0.0% |
| YTD | +21.9% | +13.6% | +8.3% | +19.4% |
| 1Y | +21.7% | +13.1% | +8.6% | +19.2% |
| All | +21.7% | +13.6% | +8.1% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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