+25.5%
VZ vs WAT
-3.2%
+28.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | +0.1% | -1.3% | +1.4% | +0.2% |
| 30D | +7.9% | +2.3% | +5.6% | +7.7% |
| 3M | +13.6% | +8.7% | +4.9% | +12.9% |
| 6M | +1.1% | +28.3% | -27.2% | -1.2% |
| YTD | +29.3% | +7.8% | +21.5% | +28.2% |
| 1Y | +21.2% | +36.6% | -15.4% | +17.0% |
| 3Y | +75.9% | +45.7% | +30.2% | +65.1% |
| All | +25.5% | -3.2% | +28.7% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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