+68.2%
IVV vs VZ
+20.3%
+47.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.3% | +0.4% |
| 7D | -2.7% | +2.1% | -4.8% | -2.9% |
| 30D | -5.4% | +1.4% | -6.7% | -5.6% |
| 3M | -4.1% | -1.3% | -2.8% | -4.0% |
| 6M | +0.7% | -0.5% | +1.3% | +0.6% |
| YTD | +8.7% | +19.6% | -10.9% | +5.3% |
| 1Y | +11.0% | +22.4% | -11.4% | +6.9% |
| 3Y | +75.4% | +55.9% | +19.5% | +57.4% |
| All | +68.2% | +20.3% | +47.9% | +63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling