+828.0%
VZ vs WWD
+13,645.4%
-12,817.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.0% | +5.9% | +0.7% |
| 7D | +5.6% | -2.6% | +8.2% | +5.9% |
| 30D | +1.9% | -7.7% | +9.6% | +2.8% |
| 3M | +0.8% | -17.7% | +18.5% | +3.2% |
| 6M | +0.6% | -15.9% | +16.5% | +2.4% |
| YTD | +20.8% | +1.8% | +19.0% | +18.9% |
| 1Y | +23.9% | +17.4% | +6.5% | +19.3% |
| 3Y | +55.7% | +137.1% | -81.4% | +33.1% |
| 5Y | +21.5% | +162.4% | -140.9% | +1.0% |
| 10Y | +68.5% | +452.5% | -384.0% | +18.9% |
| All | +828.0% | +13,645.4% | -12,817.4% | +400.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling