+25.2%
VZ vs XLV
+34.1%
-8.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | +1.2% |
| 7D | +6.9% | +5.5% | +1.4% | +5.4% |
| 30D | +2.3% | +13.3% | -11.1% | -0.8% |
| 3M | 0.0% | +17.4% | -17.4% | -4.1% |
| 6M | +0.2% | +32.1% | -31.9% | -6.1% |
| YTD | +20.9% | +24.0% | -3.1% | +14.9% |
| 1Y | +25.2% | +32.9% | -7.7% | +14.6% |
| All | +25.2% | +34.1% | -8.9% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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