+1,394.6%
WDC vs VZ
+80.5%
+1,314.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.4% | +0.5% |
| 7D | +7.5% | -1.0% | +8.4% | +7.1% |
| 30D | +10.1% | +5.8% | +4.3% | +12.6% |
| 3M | -6.8% | +10.5% | -17.3% | -1.9% |
| 6M | +84.1% | +1.8% | +82.4% | +90.7% |
| YTD | +180.3% | +28.3% | +152.0% | +203.9% |
| 1Y | +411.1% | +22.0% | +389.1% | +451.7% |
| All | +1,394.6% | +80.5% | +1,314.1% | +1,488.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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