+68.1%
VZ vs SN
+639.7%
-571.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.1% |
| 7D | +5.6% | +3.8% | +1.8% | +5.6% |
| 30D | +1.9% | +17.5% | -15.7% | +1.9% |
| 3M | +0.8% | +19.2% | -18.4% | +0.8% |
| 6M | +0.6% | +84.9% | -84.3% | +0.7% |
| YTD | +20.8% | +94.0% | -73.3% | +20.9% |
| 1Y | +23.9% | +151.3% | -127.4% | +23.9% |
| 3Y | +55.7% | +387.1% | -331.4% | +47.1% |
| All | +68.1% | +639.7% | -571.7% | +57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling