+21.7%
VZ vs W
-0.9%
+22.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | -0.2% |
| 7D | +0.9% | -1.7% | +2.6% | +0.9% |
| 30D | +6.9% | +3.2% | +3.7% | +7.2% |
| 3M | +0.6% | +8.3% | -7.7% | +1.3% |
| 6M | +0.3% | +84.3% | -84.0% | +6.2% |
| YTD | +21.9% | +11.0% | +10.9% | +21.8% |
| 1Y | +21.7% | -0.2% | +21.9% | +22.1% |
| All | +21.7% | -0.9% | +22.6% | +22.1% |
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