+25.2%
VZ vs SYK
-4.2%
+29.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +9.4% | -7.3% | +0.5% |
| 7D | +6.9% | +11.7% | -4.8% | +4.8% |
| 30D | +2.3% | +19.1% | -16.8% | -0.9% |
| 3M | 0.0% | +1.4% | -1.4% | -0.1% |
| 6M | +0.2% | +17.4% | -17.2% | -2.8% |
| YTD | +20.9% | -2.5% | +23.4% | +21.5% |
| 1Y | +25.2% | -5.3% | +30.5% | +26.8% |
| All | +25.2% | -4.2% | +29.4% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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