+19.4%
IVV vs VZ
+25.3%
-5.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.6% |
| 7D | +0.5% | +0.2% | +0.3% | +0.5% |
| 30D | -1.0% | +7.1% | -8.1% | -0.4% |
| 3M | +3.9% | +12.8% | -9.0% | +5.0% |
| 6M | +14.5% | +1.8% | +12.7% | +15.1% |
| YTD | +12.9% | +30.0% | -17.1% | +14.4% |
| 1Y | +19.4% | +24.3% | -5.0% | +20.6% |
| All | +19.4% | +25.3% | -5.9% | +20.6% |
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 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