+25.5%
VZ vs RF
+89.8%
-64.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +0.1% | +1.3% | -1.2% | -0.1% |
| 30D | +7.9% | -3.6% | +11.5% | +8.4% |
| 3M | +13.6% | +8.1% | +5.6% | +12.6% |
| 6M | +1.1% | +11.5% | -10.4% | -0.3% |
| YTD | +29.3% | +15.6% | +13.7% | +26.8% |
| 1Y | +21.2% | +15.7% | +5.6% | +18.7% |
| 3Y | +75.9% | +86.9% | -11.0% | +59.4% |
| All | +25.5% | +89.8% | -64.4% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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