+57.9%
XLE vs VZ
+83.7%
-25.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.1% |
| 7D | +1.7% | +0.9% | +0.7% | +1.5% |
| 30D | +6.7% | +7.7% | -1.0% | +5.5% |
| 3M | +14.9% | +9.7% | +5.2% | +13.1% |
| 6M | +15.9% | +3.1% | +12.8% | +15.1% |
| YTD | +47.7% | +30.5% | +17.2% | +41.7% |
| 1Y | +50.7% | +22.5% | +28.2% | +45.8% |
| 3Y | +57.9% | +82.4% | -24.5% | +52.0% |
| All | +57.9% | +83.7% | -25.8% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling