+954.7%
VZ vs REGN
+4,284.0%
-3,329.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.4% |
| 7D | +1.5% | +5.7% | -4.2% | +1.2% |
| 30D | +4.4% | +22.8% | -18.4% | +3.3% |
| 3M | -2.4% | +18.7% | -21.1% | -3.2% |
| 6M | +1.4% | +33.1% | -31.7% | -0.1% |
| YTD | +21.4% | +24.3% | -2.9% | +19.9% |
| 1Y | +20.3% | +38.2% | -17.9% | +18.2% |
| 3Y | +57.4% | +21.1% | +36.3% | +54.9% |
| 5Y | +21.9% | +52.8% | -30.9% | +18.4% |
| 10Y | +70.7% | +129.8% | -59.0% | +61.3% |
| All | +954.7% | +4,284.0% | -3,329.3% | +746.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling