+366.1%
VRT vs VZ
+56.8%
+309.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.7% | -2.8% |
| 7D | -17.7% | +2.4% | -20.1% | -16.5% |
| 30D | -20.0% | +11.2% | -31.2% | -14.9% |
| 3M | -28.1% | 0.0% | -28.1% | -27.1% |
| 6M | -42.8% | +1.3% | -44.1% | -40.8% |
| YTD | +20.0% | +21.3% | -1.3% | +37.9% |
| 1Y | +3.5% | +23.9% | -20.4% | +20.8% |
| 3Y | +366.1% | +57.7% | +308.4% | +539.1% |
| All | +366.1% | +56.8% | +309.3% | +539.1% |
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