+25.2%
VZ vs XLF
+15.8%
+9.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.5% | -1.5% | +1.7% |
| 7D | +6.9% | +5.5% | +1.5% | +6.5% |
| 30D | +2.3% | +9.9% | -7.6% | +1.6% |
| 3M | 0.0% | +2.6% | -2.6% | -0.3% |
| 6M | +0.2% | +15.6% | -15.3% | +1.3% |
| YTD | +20.9% | +9.4% | +11.5% | +22.4% |
| 1Y | +25.2% | +14.7% | +10.5% | +24.9% |
| All | +25.2% | +15.8% | +9.5% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLF.
Daily Out/Under-Performance
Portfolio return minus XLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLF 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 XLF 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