+1,019.2%
XLE vs VZ
+235.7%
+783.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.2% | +1.6% |
| 7D | -0.2% | +0.9% | -1.2% | -0.6% |
| 30D | -4.0% | +8.9% | -12.9% | -7.2% |
| 3M | +4.6% | +0.1% | +4.5% | +4.1% |
| 6M | +12.3% | +1.9% | +10.4% | +10.5% |
| YTD | +44.5% | +22.0% | +22.5% | +32.1% |
| 1Y | +42.4% | +22.1% | +20.3% | +30.0% |
| 3Y | +67.0% | +58.7% | +8.4% | +34.9% |
| 5Y | +161.9% | +22.3% | +139.6% | +131.0% |
| 10Y | +173.9% | +71.6% | +102.2% | +111.5% |
| All | +1,019.2% | +235.7% | +783.6% | +510.6% |
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