+25.5%
VZ vs WCC
+216.1%
-190.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.9% | -4.8% | -1.0% |
| 7D | +0.1% | +4.5% | -4.4% | -0.1% |
| 30D | +7.9% | -5.8% | +13.7% | +8.1% |
| 3M | +13.6% | -3.7% | +17.3% | +13.7% |
| 6M | +1.1% | +23.1% | -22.0% | 0.0% |
| YTD | +29.3% | +44.2% | -14.9% | +26.9% |
| 1Y | +21.2% | +62.1% | -40.9% | +18.2% |
| 3Y | +75.9% | +121.1% | -45.2% | +65.2% |
| All | +25.5% | +216.1% | -190.6% | +12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling