+22.4%
VZ vs SBAC
-41.3%
+63.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.3% |
| 7D | +0.9% | -3.4% | +4.3% | +1.7% |
| 30D | +6.9% | +2.6% | +4.3% | +6.2% |
| 3M | +0.6% | +2.6% | -2.0% | -0.2% |
| 6M | +0.3% | -11.5% | +11.8% | +2.8% |
| YTD | +21.9% | -1.6% | +23.5% | +20.8% |
| 1Y | +21.7% | -5.1% | +26.8% | +21.8% |
| 3Y | +58.5% | -9.3% | +67.8% | +59.3% |
| 5Y | +22.4% | -41.0% | +63.4% | +31.9% |
| All | +22.4% | -41.3% | +63.7% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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