+65.5%
VZ vs WCC
+457.1%
-391.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -1.0% |
| 7D | +2.1% | -14.7% | +16.8% | +2.9% |
| 30D | +1.4% | -20.1% | +21.4% | +2.4% |
| 3M | -1.3% | -21.2% | +19.9% | -0.3% |
| 6M | -0.5% | -19.2% | +18.6% | +0.1% |
| YTD | +19.6% | +20.2% | -0.6% | +17.0% |
| 1Y | +22.4% | +14.5% | +7.9% | +20.0% |
| 3Y | +55.9% | +115.1% | -59.2% | +42.8% |
| 5Y | +20.4% | +121.5% | -101.1% | +8.3% |
| All | +65.5% | +457.1% | -391.6% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling