+78.8%
VZ vs S
+16.9%
+61.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | +0.1% | -7.7% | +7.8% | -0.2% |
| 30D | +7.9% | -5.3% | +13.2% | +7.8% |
| 3M | +13.6% | +20.3% | -6.6% | +14.6% |
| 6M | +1.1% | +47.4% | -46.3% | +2.8% |
| YTD | +29.3% | +32.5% | -3.2% | +31.1% |
| 1Y | +21.2% | +9.5% | +11.7% | +22.4% |
| All | +78.8% | +16.9% | +61.8% | +72.4% |
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