+990.1%
VZ vs SU
+60,256.6%
-59,266.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.9% |
| 7D | +0.1% | +3.6% | -3.5% | +0.1% |
| 30D | +7.9% | +7.9% | 0.0% | +7.9% |
| 3M | +13.6% | +3.5% | +10.1% | +13.6% |
| 6M | +1.1% | +19.0% | -17.9% | +1.1% |
| YTD | +29.3% | +55.0% | -25.7% | +29.3% |
| 1Y | +21.2% | +71.2% | -50.0% | +21.2% |
| 3Y | +75.9% | +117.4% | -41.5% | +75.8% |
| 5Y | +24.1% | +335.2% | -311.1% | +24.0% |
| 10Y | +62.4% | +248.7% | -186.4% | +62.3% |
| All | +990.1% | +60,256.6% | -59,266.6% | +988.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling