+84.3%
VZ vs WTW
+65.4%
+18.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +0.9% |
| 7D | +0.2% | -2.7% | +2.9% | +0.6% |
| 30D | +7.1% | -5.6% | +12.8% | +7.9% |
| 3M | +12.8% | +26.5% | -13.7% | +9.2% |
| 6M | +1.8% | +8.1% | -6.3% | +0.5% |
| YTD | +30.0% | -0.3% | +30.3% | +29.9% |
| 1Y | +24.3% | -0.9% | +25.2% | +24.3% |
| 3Y | +84.3% | +66.6% | +17.7% | +61.5% |
| All | +84.3% | +65.4% | +18.9% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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