+20.2%
VZ vs A
+15.4%
+4.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.7% | -1.1% |
| 7D | +2.1% | -0.1% | +2.2% | +2.1% |
| 30D | +1.4% | +3.4% | -2.0% | +1.0% |
| 3M | -1.3% | +23.8% | -25.1% | -3.2% |
| 6M | -0.5% | +49.0% | -49.5% | -4.3% |
| YTD | +19.6% | +29.4% | -9.8% | +16.6% |
| 1Y | +22.4% | +19.4% | +3.0% | +20.3% |
| 3Y | +55.9% | +66.2% | -10.3% | +44.1% |
| All | +20.2% | +15.4% | +4.8% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling