+20.0%
VZ vs WETO
-99.9%
+119.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | -0.4% |
| 7D | +1.5% | -39.7% | +41.2% | +1.4% |
| 30D | +4.4% | -26.7% | +31.1% | +4.3% |
| 3M | -2.4% | -83.1% | +80.8% | -2.2% |
| 6M | +1.4% | -98.8% | +100.2% | -0.8% |
| YTD | +21.4% | -99.3% | +120.7% | +18.6% |
| 1Y | +20.3% | -99.4% | +119.7% | +17.3% |
| All | +20.0% | -99.9% | +119.9% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 3y: compounded portfolio wealth divided by compounded WETO 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…
3y analysis · Full analysis span regression · 6 months rolling