+351.1%
VZ vs XRT
+540.1%
-189.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.8% |
| 7D | +5.6% | +2.3% | +3.3% | +4.8% |
| 30D | +1.9% | +9.8% | -7.9% | -1.1% |
| 3M | +0.8% | -0.2% | +1.0% | +0.7% |
| 6M | +0.6% | +8.4% | -7.8% | -2.1% |
| YTD | +20.8% | +7.5% | +13.2% | +17.4% |
| 1Y | +23.9% | +13.2% | +10.8% | +18.5% |
| 3Y | +55.7% | +52.0% | +3.7% | +32.6% |
| 5Y | +21.5% | -3.2% | +24.7% | +17.2% |
| 10Y | +68.5% | +157.1% | -88.6% | +1.9% |
| All | +351.1% | +540.1% | -189.0% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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