+21.4%
VZ vs W
-52.3%
+73.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.8% |
| 7D | +2.2% | +3.3% | -1.1% | +2.2% |
| 30D | +10.6% | +10.5% | +0.1% | +10.4% |
| 3M | -0.6% | +9.6% | -10.2% | -0.8% |
| 6M | +0.7% | +76.4% | -75.6% | -0.2% |
| YTD | +20.6% | +16.4% | +4.2% | +20.1% |
| 1Y | +22.7% | +9.3% | +13.4% | +22.3% |
| 3Y | +57.2% | +172.8% | -115.6% | +51.4% |
| 5Y | +21.4% | -53.4% | +74.7% | +12.6% |
| All | +21.4% | -52.3% | +73.7% | +12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling