+25.5%
VZ vs STM
+20.8%
+4.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.8% | -0.9% |
| 7D | +0.1% | +5.8% | -5.7% | 0.0% |
| 30D | +7.9% | -1.0% | +8.9% | +7.9% |
| 3M | +13.6% | -33.3% | +46.9% | +14.1% |
| 6M | +1.1% | +57.4% | -56.3% | -0.5% |
| YTD | +29.3% | +102.2% | -72.9% | +26.2% |
| 1Y | +21.2% | +99.6% | -78.4% | +18.3% |
| 3Y | +75.9% | +14.5% | +61.4% | +73.8% |
| All | +25.5% | +20.8% | +4.7% | +17.9% |
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