+25.2%
VZ vs SM
+70.4%
-45.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -15.3% | +17.4% | +2.8% |
| 7D | +6.9% | -21.5% | +28.4% | +8.3% |
| 30D | +2.3% | -11.4% | +13.6% | +2.6% |
| 3M | 0.0% | +0.6% | -0.6% | -0.2% |
| 6M | +0.2% | +0.2% | 0.0% | -0.6% |
| YTD | +20.9% | +69.7% | -48.8% | +13.3% |
| 1Y | +25.2% | +71.6% | -46.3% | +16.9% |
| All | +25.2% | +70.4% | -45.1% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling