+22.4%
VZ vs WCC
+13.7%
+8.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -0.7% |
| 7D | +2.1% | -14.7% | +16.8% | +0.8% |
| 30D | +1.4% | -20.1% | +21.4% | -0.2% |
| 3M | -1.3% | -21.2% | +19.9% | -2.7% |
| 6M | -0.5% | -19.2% | +18.6% | -1.5% |
| YTD | +19.6% | +20.2% | -0.6% | +19.7% |
| 1Y | +22.4% | +14.5% | +7.9% | +21.8% |
| All | +22.4% | +13.7% | +8.7% | +21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling