+72.6%
VZ vs A
+302.9%
-230.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -1.0% | -0.5% |
| 7D | +1.5% | -0.5% | +1.9% | +1.5% |
| 30D | +4.4% | 0.0% | +4.4% | +4.3% |
| 3M | -2.4% | +16.7% | -19.1% | -4.9% |
| 6M | +1.4% | +54.8% | -53.4% | -6.0% |
| YTD | +21.4% | +28.8% | -7.4% | +15.7% |
| 1Y | +20.3% | +19.3% | +1.0% | +16.2% |
| 3Y | +57.4% | +65.5% | -8.2% | +39.7% |
| 5Y | +21.9% | +12.1% | +9.9% | +16.0% |
| All | +72.6% | +302.9% | -230.2% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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