+22.1%
VZ vs WCN
+16.5%
+5.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | +0.1% | +0.5% |
| 7D | +0.9% | +0.4% | +0.5% | +0.8% |
| 30D | +8.9% | +25.3% | -16.4% | +3.1% |
| 3M | +0.1% | +15.4% | -15.3% | -3.7% |
| 6M | +1.9% | +27.8% | -25.9% | -3.1% |
| YTD | +22.0% | +10.6% | +11.5% | +18.8% |
| 1Y | +22.1% | +15.8% | +6.3% | +15.6% |
| All | +22.1% | +16.5% | +5.7% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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