+27.0%
VZ vs SU
+353.1%
-326.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.5% |
| 7D | +0.2% | -1.0% | +1.2% | +0.3% |
| 30D | +7.1% | +13.7% | -6.6% | +6.0% |
| 3M | +12.8% | +8.0% | +4.8% | +12.0% |
| 6M | +1.8% | +21.0% | -19.2% | 0.0% |
| YTD | +30.0% | +56.2% | -26.3% | +24.9% |
| 1Y | +24.3% | +72.2% | -47.9% | +18.5% |
| 3Y | +84.3% | +118.1% | -33.8% | +70.3% |
| All | +27.0% | +353.1% | -326.0% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling