+50.3%
XLE vs VZ
+22.7%
+27.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.0% | -0.7% |
| 7D | +0.5% | -1.2% | +1.7% | +0.7% |
| 30D | +6.6% | +5.7% | +0.9% | +5.6% |
| 3M | +12.3% | +8.2% | +4.0% | +10.6% |
| 6M | +18.4% | +1.7% | +16.7% | +17.6% |
| YTD | +47.2% | +28.9% | +18.4% | +41.7% |
| 1Y | +50.3% | +22.7% | +27.5% | +44.9% |
| All | +50.3% | +22.7% | +27.5% | +44.9% |
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 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