+241.2%
VZ vs XLV
+1,044.1%
-802.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -1.0% | -0.7% |
| 7D | +1.5% | +2.2% | -0.7% | +0.2% |
| 30D | +4.4% | +8.6% | -4.2% | -0.5% |
| 3M | -2.4% | +12.6% | -15.0% | -9.0% |
| 6M | +1.4% | +29.8% | -28.4% | -13.1% |
| YTD | +21.4% | +23.5% | -2.1% | +6.8% |
| 1Y | +20.3% | +25.7% | -5.4% | +4.6% |
| 3Y | +57.4% | +56.3% | +1.1% | +19.5% |
| 5Y | +21.9% | +53.1% | -31.1% | -6.9% |
| 10Y | +70.7% | +216.7% | -146.0% | -17.6% |
| All | +241.2% | +1,044.1% | -802.8% | -31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling