+57.2%
VZ vs SN
+428.0%
-370.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | +0.9% |
| 7D | +2.2% | +7.6% | -5.4% | +2.4% |
| 30D | +10.6% | +24.1% | -13.5% | +11.0% |
| 3M | -0.6% | +23.7% | -24.3% | -0.3% |
| 6M | +0.7% | +105.5% | -104.8% | +2.1% |
| YTD | +20.6% | +105.1% | -84.5% | +22.2% |
| 1Y | +22.7% | +148.3% | -125.6% | +24.6% |
| 3Y | +57.2% | +438.7% | -381.4% | +46.8% |
| All | +57.2% | +428.0% | -370.8% | +46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling