+21.8%
VZ vs STM
-5.1%
+26.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.4% |
| 7D | +1.5% | +12.0% | -10.5% | +1.5% |
| 30D | +4.4% | -0.4% | +4.7% | +4.4% |
| 3M | -2.4% | -13.2% | +10.8% | -2.3% |
| 6M | +1.4% | -26.1% | +27.5% | +1.3% |
| YTD | +21.4% | +81.2% | -59.8% | +18.4% |
| 1Y | +20.3% | +98.3% | -78.0% | +16.9% |
| 3Y | +57.4% | +16.7% | +40.6% | +54.5% |
| All | +21.8% | -5.1% | +26.9% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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