+919.3%
VZ vs WM
+28,817.6%
-27,898.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.4% | +1.8% |
| 7D | +6.9% | +5.9% | +1.0% | +6.0% |
| 30D | +2.3% | +15.4% | -13.1% | 0.0% |
| 3M | 0.0% | +6.3% | -6.3% | -0.9% |
| 6M | +0.2% | +5.6% | -5.3% | -0.6% |
| YTD | +20.9% | +9.9% | +11.0% | +19.0% |
| 1Y | +25.2% | +20.8% | +4.4% | +21.5% |
| 3Y | +55.9% | +48.5% | +7.3% | +46.3% |
| 5Y | +22.6% | +60.6% | -38.0% | +13.4% |
| 10Y | +68.6% | +349.8% | -281.1% | +35.2% |
| All | +919.3% | +28,817.6% | -27,898.3% | +558.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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