+2,723.0%
VRT vs VZ
+51.1%
+2,672.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.2% | +4.3% |
| 7D | +9.1% | +0.1% | +9.0% | +9.1% |
| 30D | +0.9% | +7.9% | -7.0% | +1.2% |
| 3M | -13.4% | +13.6% | -27.0% | -13.0% |
| 6M | +11.7% | +1.1% | +10.6% | +12.4% |
| YTD | +73.2% | +29.3% | +43.9% | +73.8% |
| 1Y | +123.4% | +21.2% | +102.2% | +124.7% |
| 3Y | +606.2% | +75.9% | +530.3% | +547.7% |
| 5Y | +899.9% | +24.1% | +875.8% | +905.2% |
| All | +2,723.0% | +51.1% | +2,672.0% | +2,697.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling