+58.2%
VZ vs WWD
+154.7%
-96.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.7% |
| 7D | +0.9% | +3.7% | -2.8% | +1.1% |
| 30D | +8.9% | +1.8% | +7.1% | +9.1% |
| 3M | +0.1% | -5.0% | +5.1% | +0.2% |
| 6M | +1.9% | -8.4% | +10.3% | +2.0% |
| YTD | +22.0% | +12.3% | +9.7% | +22.1% |
| 1Y | +22.1% | +26.2% | -4.1% | +22.3% |
| All | +58.2% | +154.7% | -96.5% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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