+20.2%
VZ vs STM
-15.6%
+35.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.4% | -5.4% | -0.9% |
| 7D | +2.1% | -10.7% | +12.9% | +2.1% |
| 30D | +1.4% | -25.7% | +27.1% | +1.4% |
| 3M | -1.3% | -21.6% | +20.3% | -1.3% |
| 6M | -0.5% | -27.8% | +27.3% | -0.9% |
| YTD | +19.6% | +61.8% | -42.1% | +16.7% |
| 1Y | +22.4% | +78.1% | -55.7% | +19.0% |
| 3Y | +55.9% | +4.9% | +51.0% | +52.9% |
| All | +20.2% | -15.6% | +35.8% | +11.7% |
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