+59.7%
XOM vs VZ
+81.3%
-21.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +1.9% | -1.2% | +3.1% | +2.1% |
| 30D | +4.1% | +5.7% | -1.6% | +3.1% |
| 3M | +10.4% | +8.2% | +2.2% | +8.7% |
| 6M | +13.0% | +1.7% | +11.3% | +12.4% |
| YTD | +40.1% | +28.9% | +11.2% | +33.8% |
| 1Y | +51.1% | +22.7% | +28.4% | +45.5% |
| All | +59.7% | +81.3% | -21.6% | +51.0% |
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