+17.6%
VZ vs SMR
-53.6%
+71.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | -0.4% |
| 7D | +1.5% | -8.3% | +9.7% | +1.4% |
| 30D | +4.4% | -20.1% | +24.4% | +4.3% |
| 3M | -2.4% | -52.7% | +50.3% | -2.5% |
| 6M | +1.4% | -61.0% | +62.5% | +1.4% |
| YTD | +21.4% | -67.1% | +88.5% | +21.2% |
| 1Y | +20.3% | -79.9% | +100.1% | +20.4% |
| 3Y | +57.4% | +101.7% | -44.4% | +38.7% |
| All | +17.6% | -53.6% | +71.3% | +8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling