+23.3%
VZ vs W
+8.7%
+14.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +1.0% |
| 7D | +2.2% | +3.3% | -1.1% | +2.5% |
| 30D | +10.6% | +10.5% | +0.1% | +11.3% |
| 3M | -0.6% | +9.6% | -10.2% | +0.1% |
| 6M | +0.7% | +76.4% | -75.6% | +6.0% |
| YTD | +20.6% | +16.4% | +4.2% | +20.9% |
| All | +23.3% | +8.7% | +14.6% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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