+22.7%
VZ vs REGN
+43.6%
-20.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.2% | +0.6% |
| 7D | -1.2% | -6.0% | +4.7% | -0.8% |
| 30D | +5.7% | -0.4% | +6.1% | +5.7% |
| 3M | +8.2% | +32.0% | -23.8% | +6.2% |
| 6M | +1.7% | +3.0% | -1.3% | +1.4% |
| YTD | +28.9% | +3.2% | +25.7% | +28.2% |
| 1Y | +22.7% | +43.4% | -20.7% | +17.3% |
| All | +22.7% | +43.6% | -20.9% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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