+79.2%
VZ vs XLV
+32.7%
+46.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | -1.0% | -3.7% | +2.7% | +0.5% |
| 30D | +5.8% | -1.1% | +6.9% | +6.2% |
| 3M | +10.5% | +8.2% | +2.3% | +7.2% |
| 6M | +1.8% | +8.9% | -7.1% | -1.5% |
| YTD | +28.3% | +8.5% | +19.7% | +24.1% |
| 1Y | +22.0% | +22.3% | -0.3% | +11.9% |
| All | +79.2% | +32.7% | +46.5% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling