+22.4%
VZ vs SMR
-86.4%
+108.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +16.2% | -17.2% | -0.2% |
| 7D | +2.1% | -9.6% | +11.8% | +1.8% |
| 30D | +1.4% | -33.8% | +35.1% | -0.3% |
| 3M | -1.3% | -46.4% | +45.1% | -3.4% |
| 6M | -0.5% | -62.4% | +61.9% | -3.3% |
| YTD | +19.6% | -64.1% | +83.8% | +15.6% |
| 1Y | +22.4% | -84.3% | +106.7% | +17.8% |
| All | +22.4% | -86.4% | +108.7% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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