+57.7%
VZ vs SU
+127.0%
-69.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | +0.1% | +0.5% |
| 7D | +2.4% | -10.2% | +12.6% | +2.8% |
| 30D | +11.2% | -6.2% | +17.4% | +11.3% |
| 3M | 0.0% | +8.7% | -8.7% | -0.7% |
| 6M | +1.3% | +7.2% | -5.9% | +0.4% |
| YTD | +21.3% | +55.9% | -34.7% | +17.6% |
| 1Y | +23.9% | +60.4% | -36.5% | +20.0% |
| 3Y | +57.7% | +125.2% | -67.5% | +46.3% |
| All | +57.7% | +127.0% | -69.3% | +46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling