+21.5%
VZ vs SO
+78.6%
-57.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +5.6% | +0.4% | +5.3% | +5.4% |
| 30D | +1.9% | +9.2% | -7.4% | -2.2% |
| 3M | +0.8% | +1.1% | -0.3% | +0.2% |
| 6M | +0.6% | -1.1% | +1.7% | +1.0% |
| YTD | +20.8% | +9.7% | +11.1% | +15.3% |
| 1Y | +23.9% | +5.5% | +18.5% | +20.5% |
| 3Y | +55.7% | +47.0% | +8.6% | +30.4% |
| 5Y | +21.5% | +77.6% | -56.0% | -6.3% |
| All | +21.5% | +78.6% | -57.1% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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