+18.8%
VZ vs WBD
+15.4%
+3.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +13.7% | -15.2% | -2.4% |
| 7D | -1.5% | +13.7% | -15.2% | -2.4% |
| 30D | -1.5% | +13.7% | -15.2% | -2.4% |
| 3M | -1.5% | +13.7% | -15.2% | -2.4% |
| 6M | -4.2% | +13.3% | -17.5% | -5.0% |
| YTD | +18.2% | +7.4% | +10.8% | +17.6% |
| 1Y | +12.2% | +63.0% | -50.8% | +8.1% |
| 3Y | +76.2% | +206.7% | -130.5% | +57.3% |
| All | +18.8% | +15.4% | +3.4% | +13.3% |
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