+25.9%
VZ vs QSR
+46.1%
-20.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.0% |
| 7D | +0.2% | +0.1% | +0.2% | +0.2% |
| 30D | +7.1% | +5.9% | +1.2% | +5.8% |
| 3M | +12.8% | +10.5% | +2.4% | +10.5% |
| 6M | +1.8% | +7.7% | -5.9% | 0.0% |
| YTD | +30.0% | +16.8% | +13.2% | +25.4% |
| 1Y | +24.3% | +30.9% | -6.6% | +16.8% |
| 3Y | +84.3% | +28.2% | +56.1% | +71.6% |
| 5Y | +25.9% | +45.0% | -19.0% | +11.8% |
| All | +25.9% | +46.1% | -20.1% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling