+8,919.3%
WMT vs VZ
+1,018.0%
+7,901.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.2% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | -5.0% | +7.1% | -12.1% | -7.0% |
| 3M | -11.3% | +12.8% | -24.1% | -14.8% |
| 6M | -13.8% | +1.8% | -15.6% | -14.6% |
| YTD | -4.2% | +30.0% | -34.2% | -12.5% |
| 1Y | +4.6% | +24.3% | -19.8% | -3.4% |
| 3Y | +100.5% | +84.3% | +16.2% | +59.9% |
| 5Y | +129.7% | +25.9% | +103.7% | +105.5% |
| 10Y | +423.4% | +61.1% | +362.4% | +326.8% |
| All | +8,919.3% | +1,018.0% | +7,901.3% | +2,720.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling