+990.1%
VZ vs SO
+5,976.4%
-4,986.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.6% |
| 7D | +0.1% | -0.2% | +0.2% | +0.1% |
| 30D | +7.9% | -4.6% | +12.5% | +10.0% |
| 3M | +13.6% | -3.0% | +16.7% | +15.1% |
| 6M | +1.1% | -8.3% | +9.3% | +4.6% |
| YTD | +29.3% | +3.5% | +25.8% | +27.1% |
| 1Y | +21.2% | -0.9% | +22.2% | +21.2% |
| 3Y | +75.9% | +45.4% | +30.5% | +49.5% |
| 5Y | +24.1% | +59.6% | -35.5% | +0.7% |
| 10Y | +62.4% | +156.6% | -94.2% | +3.9% |
| All | +990.1% | +5,976.4% | -4,986.3% | +48.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling