+990.1%
VZ vs SYK
+25,027.4%
-24,037.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.6% |
| 7D | +0.1% | -8.3% | +8.4% | +1.6% |
| 30D | +7.9% | -10.1% | +18.0% | +9.9% |
| 3M | +13.6% | +0.9% | +12.7% | +13.2% |
| 6M | +1.1% | -20.2% | +21.3% | +4.7% |
| YTD | +29.3% | -13.3% | +42.6% | +31.9% |
| 1Y | +21.2% | -22.3% | +43.6% | +26.0% |
| 3Y | +75.9% | +9.7% | +66.2% | +71.1% |
| 5Y | +24.1% | +15.4% | +8.7% | +18.5% |
| 10Y | +62.4% | +192.9% | -130.5% | +30.0% |
| All | +990.1% | +25,027.4% | -24,037.3% | +376.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling