+20.2%
VZ vs XYZ
-64.1%
+84.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.0% |
| 7D | +2.1% | +12.1% | -10.0% | +1.8% |
| 30D | +1.4% | +12.4% | -11.0% | +1.0% |
| 3M | -1.3% | +8.2% | -9.4% | -1.5% |
| 6M | -0.5% | +20.7% | -21.2% | -1.2% |
| YTD | +19.6% | +31.3% | -11.7% | +18.5% |
| 1Y | +22.4% | +20.5% | +1.9% | +21.5% |
| 3Y | +55.9% | +72.6% | -16.7% | +49.7% |
| All | +20.2% | -64.1% | +84.3% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 5y: compounded portfolio wealth divided by compounded XYZ 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…
5y analysis · Full analysis span regression · 6 months rolling