+57.2%
VZ vs STT
+178.8%
-121.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.7% |
| 7D | +2.2% | +0.9% | +1.3% | +2.2% |
| 30D | +10.6% | -2.3% | +12.9% | +10.7% |
| 3M | -0.6% | -7.0% | +6.4% | -0.3% |
| 6M | +0.7% | +15.5% | -14.7% | -0.3% |
| YTD | +20.6% | +35.6% | -15.0% | +17.7% |
| 1Y | +22.7% | +47.9% | -25.1% | +18.4% |
| 3Y | +57.2% | +181.1% | -123.9% | +38.9% |
| All | +57.2% | +178.8% | -121.5% | +38.9% |
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