+22.4%
VZ vs WAB
+216.9%
-194.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | 0.0% |
| 7D | +0.9% | +7.9% | -7.0% | +0.3% |
| 30D | +6.9% | +4.9% | +2.1% | +6.4% |
| 3M | +0.6% | +1.8% | -1.2% | +0.4% |
| 6M | +0.3% | +12.0% | -11.6% | -1.0% |
| YTD | +21.9% | +41.3% | -19.4% | +17.3% |
| 1Y | +21.7% | +43.8% | -22.1% | +16.8% |
| 3Y | +58.5% | +171.1% | -112.6% | +36.4% |
| 5Y | +22.4% | +217.7% | -195.3% | +2.5% |
| All | +22.4% | +216.9% | -194.5% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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