+734.1%
VZ vs WAB
+4,092.2%
-3,358.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | +0.1% | -3.2% | +3.3% | +0.6% |
| 30D | +7.9% | -4.4% | +12.3% | +8.6% |
| 3M | +13.6% | +7.9% | +5.8% | +12.1% |
| 6M | +1.1% | +8.7% | -7.6% | -0.6% |
| YTD | +29.3% | +33.0% | -3.7% | +23.0% |
| 1Y | +21.2% | +46.7% | -25.4% | +13.4% |
| 3Y | +75.9% | +153.0% | -77.1% | +48.9% |
| 5Y | +24.1% | +222.3% | -198.2% | -0.1% |
| 10Y | +62.4% | +291.0% | -228.6% | +20.5% |
| All | +734.1% | +4,092.2% | -3,358.1% | +308.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling