+1,024.7%
XLE vs VZ
+255.7%
+769.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.5% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | +11.8% | +7.9% | +3.9% | +8.6% |
| 3M | +9.8% | +13.6% | -3.8% | +4.3% |
| 6M | +15.6% | +1.1% | +14.5% | +14.5% |
| YTD | +45.3% | +29.3% | +16.0% | +30.5% |
| 1Y | +48.3% | +21.2% | +27.1% | +36.1% |
| 3Y | +55.4% | +75.9% | -20.5% | +20.7% |
| 5Y | +216.1% | +24.1% | +192.0% | +178.8% |
| 10Y | +178.4% | +62.4% | +116.0% | +120.5% |
| All | +1,024.7% | +255.7% | +769.1% | +502.9% |
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 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