+5.3%
WMT vs VZ
+24.0%
-18.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | +0.1% | +1.1% |
| 7D | 0.0% | +0.9% | -0.9% | -0.2% |
| 30D | -7.4% | +7.7% | -15.1% | -8.7% |
| 3M | -10.9% | +9.7% | -20.5% | -12.7% |
| 6M | -12.7% | +3.1% | -15.8% | -13.8% |
| YTD | -3.2% | +30.5% | -33.7% | -6.5% |
| 1Y | +5.3% | +22.5% | -17.2% | +1.7% |
| All | +5.3% | +24.0% | -18.7% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling