+65.5%
VZ vs STLD
+868.9%
-803.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.0% |
| 7D | +2.1% | -11.1% | +13.3% | +3.3% |
| 30D | +1.4% | -4.8% | +6.2% | +1.7% |
| 3M | -1.3% | -14.6% | +13.3% | 0.0% |
| 6M | -0.5% | -7.4% | +6.9% | -0.2% |
| YTD | +19.6% | +32.6% | -12.9% | +15.5% |
| 1Y | +22.4% | +47.3% | -24.9% | +16.8% |
| 3Y | +55.9% | +107.5% | -51.7% | +41.3% |
| 5Y | +20.4% | +268.8% | -248.4% | -0.6% |
| All | +65.5% | +868.9% | -803.3% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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