+25.2%
VZ vs WFC
+2.7%
+22.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.2% | +2.1% |
| 7D | +6.9% | +4.5% | +2.4% | +7.0% |
| 30D | +2.3% | +7.4% | -5.1% | +2.3% |
| 3M | 0.0% | -0.5% | +0.5% | +0.1% |
| 6M | +0.2% | +11.7% | -11.4% | +0.9% |
| YTD | +20.9% | -4.6% | +25.5% | +19.5% |
| 1Y | +25.2% | +2.5% | +22.7% | +23.7% |
| All | +25.2% | +2.7% | +22.5% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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