+66.5%
VZ vs SN
+659.6%
-593.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.6% | -0.9% |
| 7D | +2.1% | +7.2% | -5.0% | +2.2% |
| 30D | +1.4% | +20.4% | -19.0% | +1.4% |
| 3M | -1.3% | +23.9% | -25.2% | -1.2% |
| 6M | -0.5% | +93.0% | -93.6% | -0.4% |
| YTD | +19.6% | +99.2% | -79.6% | +19.7% |
| 1Y | +22.4% | +142.6% | -120.2% | +22.3% |
| 3Y | +55.9% | +398.8% | -342.9% | +47.3% |
| All | +66.5% | +659.6% | -593.1% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 10y: compounded portfolio wealth divided by compounded SN 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…
10y analysis · Full analysis span regression · 6 months rolling