+25.5%
VZ vs WBD
-0.2%
+25.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +0.1% | -1.8% | +1.9% | +0.2% |
| 30D | +7.9% | +8.8% | -0.9% | +7.3% |
| 3M | +13.6% | +4.6% | +9.0% | +13.3% |
| 6M | +1.1% | +1.1% | 0.0% | +1.0% |
| YTD | +29.3% | -2.0% | +31.3% | +29.4% |
| 1Y | +21.2% | +140.0% | -118.8% | +12.9% |
| 3Y | +75.9% | +144.4% | -68.5% | +59.9% |
| All | +25.5% | -0.2% | +25.7% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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