+567.0%
WDC vs VZ
+21.7%
+545.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -5.1% |
| 7D | +12.1% | +1.5% | +10.6% | +12.3% |
| 30D | -18.8% | +4.4% | -23.2% | -18.1% |
| 3M | -39.3% | -2.4% | -36.9% | -39.2% |
| 6M | -40.1% | +1.4% | -41.6% | -39.4% |
| YTD | +71.8% | +21.4% | +50.4% | +72.1% |
| 1Y | +88.5% | +20.3% | +68.2% | +89.0% |
| 3Y | +770.0% | +57.4% | +712.6% | +704.3% |
| All | +567.0% | +21.7% | +545.3% | +579.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling