+261.0%
VZ vs WCC
+1,713.7%
-1,452.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.9% | -4.8% | -1.3% |
| 7D | +0.1% | +4.5% | -4.4% | -0.5% |
| 30D | +7.9% | -5.8% | +13.7% | +8.5% |
| 3M | +13.6% | -3.7% | +17.3% | +13.6% |
| 6M | +1.1% | +23.1% | -22.0% | -2.2% |
| YTD | +29.3% | +44.2% | -14.9% | +22.4% |
| 1Y | +21.2% | +62.1% | -40.9% | +12.8% |
| 3Y | +75.9% | +121.1% | -45.2% | +52.8% |
| 5Y | +24.1% | +214.0% | -189.9% | +0.2% |
| 10Y | +62.4% | +472.8% | -410.4% | +13.2% |
| All | +261.0% | +1,713.7% | -1,452.7% | +79.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling