+644.6%
VRT vs VZ
+82.3%
+562.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.1% | +3.9% |
| 7D | +13.6% | +0.2% | +13.4% | +13.7% |
| 30D | +6.8% | +7.1% | -0.4% | +10.2% |
| 3M | -3.2% | +12.8% | -16.0% | +3.2% |
| 6M | +20.3% | +1.8% | +18.5% | +23.5% |
| YTD | +79.6% | +30.0% | +49.6% | +105.6% |
| 1Y | +139.0% | +24.3% | +114.7% | +169.3% |
| 3Y | +644.6% | +84.3% | +560.3% | +694.1% |
| All | +644.6% | +82.3% | +562.3% | +694.1% |
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