+990.1%
VZ vs SHW
+20,643.9%
-19,653.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | +0.1% | -3.2% | +3.3% | +0.8% |
| 30D | +7.9% | -9.5% | +17.4% | +10.4% |
| 3M | +13.6% | +11.5% | +2.2% | +10.5% |
| 6M | +1.1% | -3.5% | +4.6% | +1.4% |
| YTD | +29.3% | +3.7% | +25.6% | +27.3% |
| 1Y | +21.2% | -7.9% | +29.1% | +22.6% |
| 3Y | +75.9% | +24.7% | +51.2% | +63.6% |
| 5Y | +24.1% | +13.6% | +10.5% | +15.7% |
| 10Y | +62.4% | +283.0% | -220.6% | +8.6% |
| All | +990.1% | +20,643.9% | -19,653.8% | +136.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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