+135.9%
WMT vs VZ
+27.6%
+108.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.6% |
| 3M | -10.9% | +9.7% | -20.5% | -12.4% |
| 6M | -12.7% | +3.1% | -15.8% | -13.4% |
| YTD | -3.2% | +30.5% | -33.7% | -7.5% |
| 1Y | +5.3% | +22.5% | -17.2% | +1.5% |
| 3Y | +101.9% | +82.4% | +19.5% | +79.7% |
| All | +135.9% | +27.6% | +108.3% | +128.9% |
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