+57.3%
VZ vs S
+32.3%
+25.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.8% | +8.7% | -0.5% |
| 7D | +5.6% | -16.7% | +22.3% | +4.7% |
| 30D | +1.9% | -17.0% | +18.8% | +1.1% |
| 3M | +0.8% | +2.0% | -1.2% | +1.0% |
| 6M | +0.6% | +35.1% | -34.4% | +2.3% |
| YTD | +20.8% | +42.8% | -22.0% | +23.3% |
| 1Y | +23.9% | +27.7% | -3.8% | +26.1% |
| All | +57.3% | +32.3% | +25.0% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 3y: compounded portfolio wealth divided by compounded S 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…
3y analysis · Full analysis span regression · 6 months rolling