+27.1%
VZ vs REGN
+21.2%
+5.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.4% |
| 7D | +0.9% | -5.6% | +6.5% | +1.5% |
| 30D | +7.7% | -2.0% | +9.7% | +7.9% |
| 3M | +9.7% | +28.0% | -18.3% | +6.9% |
| 6M | +3.1% | +1.2% | +1.9% | +2.8% |
| YTD | +30.5% | +1.6% | +28.9% | +29.9% |
| 1Y | +22.5% | +38.2% | -15.8% | +17.6% |
| 3Y | +82.4% | -5.4% | +87.7% | +81.0% |
| All | +27.1% | +21.2% | +5.9% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling