+55.9%
VZ vs A
+64.2%
-8.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.7% | -1.0% |
| 7D | +2.1% | -0.1% | +2.2% | +2.1% |
| 30D | +1.4% | +3.4% | -2.0% | +1.3% |
| 3M | -1.3% | +23.8% | -25.1% | -2.0% |
| 6M | -0.5% | +49.0% | -49.5% | -2.0% |
| YTD | +19.6% | +29.4% | -9.8% | +18.7% |
| 1Y | +22.4% | +19.4% | +3.0% | +22.0% |
| 3Y | +55.9% | +66.2% | -10.3% | +47.2% |
| All | +55.9% | +64.2% | -8.4% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling