+21.8%
VZ vs W
-55.8%
+77.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | +1.5% | +0.2% | +1.3% | +1.5% |
| 30D | +4.4% | +6.8% | -2.4% | +4.3% |
| 3M | -2.4% | +10.7% | -13.0% | -2.5% |
| 6M | +1.4% | +86.3% | -84.9% | +0.4% |
| YTD | +21.4% | +11.5% | +9.9% | +20.9% |
| 1Y | +20.3% | +5.1% | +15.2% | +19.9% |
| 3Y | +57.4% | +171.0% | -113.6% | +51.4% |
| All | +21.8% | -55.8% | +77.6% | +13.4% |
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