+25.9%
VZ vs WY
-21.5%
+47.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +9.5% |
| 3M | +12.8% | -4.9% | +17.7% | +13.8% |
| 6M | +1.8% | -4.9% | +6.7% | +2.6% |
| YTD | +30.0% | -1.7% | +31.7% | +30.0% |
| 1Y | +24.3% | -9.4% | +33.7% | +26.2% |
| 3Y | +84.3% | -22.3% | +106.6% | +90.9% |
| 5Y | +25.9% | -20.5% | +46.5% | +29.5% |
| All | +25.9% | -21.5% | +47.4% | +29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling