+458.8%
V vs VZ
+71.6%
+387.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.4% |
| 7D | -2.3% | +0.9% | -3.3% | -2.6% |
| 30D | +9.5% | +8.9% | +0.6% | +6.7% |
| 3M | +17.5% | +0.1% | +17.4% | +17.1% |
| 6M | +32.2% | +1.9% | +30.3% | +30.6% |
| YTD | +22.3% | +22.0% | +0.3% | +13.1% |
| 1Y | +26.8% | +22.1% | +4.7% | +17.2% |
| 3Y | +77.5% | +58.7% | +18.8% | +46.0% |
| 5Y | +110.1% | +22.3% | +87.8% | +91.3% |
| 10Y | +458.8% | +71.6% | +387.1% | +365.8% |
| All | +458.8% | +71.6% | +387.2% | +365.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling