+21.2%
VZ vs ULTA
+6.6%
+14.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.1% | -1.0% |
| 7D | +0.1% | +9.0% | -8.9% | -0.4% |
| 30D | +7.9% | +4.6% | +3.3% | +7.5% |
| 3M | +13.6% | +22.0% | -8.3% | +12.2% |
| 6M | +1.1% | -14.7% | +15.8% | +0.4% |
| YTD | +29.3% | -6.8% | +36.0% | +27.8% |
| 1Y | +21.2% | +6.5% | +14.7% | +18.4% |
| All | +21.2% | +6.6% | +14.6% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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