+57.3%
VZ vs STT
+164.8%
-107.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | +0.1% |
| 7D | +5.6% | -4.9% | +10.5% | +5.9% |
| 30D | +1.9% | -6.0% | +7.8% | +2.2% |
| 3M | +0.8% | -11.7% | +12.5% | +1.4% |
| 6M | +0.6% | +11.7% | -11.1% | -0.3% |
| YTD | +20.8% | +30.4% | -9.7% | +18.1% |
| 1Y | +23.9% | +43.9% | -20.0% | +19.7% |
| All | +57.3% | +164.8% | -107.5% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 3y: compounded portfolio wealth divided by compounded STT 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…
3y analysis · Full analysis span regression · 6 months rolling