+21.8%
VZ vs WTW
+55.3%
-33.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.8% |
| 7D | +1.5% | +2.0% | -0.5% | +1.1% |
| 30D | +4.4% | +12.9% | -8.5% | +2.1% |
| 3M | -2.4% | +0.7% | -3.1% | -2.6% |
| 6M | +1.4% | +39.5% | -38.0% | -4.4% |
| YTD | +21.4% | +3.1% | +18.3% | +20.1% |
| 1Y | +20.3% | +4.8% | +15.5% | +18.6% |
| 3Y | +57.4% | +42.9% | +14.4% | +44.2% |
| All | +21.8% | +55.3% | -33.5% | +7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling