+24.3%
VZ vs WY
-9.6%
+33.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +2.0% | +0.8% |
| 7D | +0.2% | -2.1% | +2.3% | +0.6% |
| 30D | +7.1% | -10.5% | +17.6% | +9.4% |
| 3M | +12.8% | -4.9% | +17.7% | +13.9% |
| 6M | +1.8% | -4.9% | +6.7% | +2.7% |
| YTD | +30.0% | -1.7% | +31.7% | +31.3% |
| 1Y | +24.3% | -9.4% | +33.7% | +25.4% |
| All | +24.3% | -9.6% | +33.9% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling