+21.7%
VZ vs SU
+60.9%
-39.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | +0.9% | +0.3% | +0.6% | +0.9% |
| 30D | +6.9% | -7.9% | +14.8% | +6.9% |
| 3M | +0.6% | +9.2% | -8.5% | -0.1% |
| 6M | +0.3% | +5.5% | -5.2% | -1.4% |
| YTD | +21.9% | +59.5% | -37.6% | +19.7% |
| 1Y | +21.7% | +59.9% | -38.3% | +19.6% |
| All | +21.7% | +60.9% | -39.2% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling