+25.2%
VZ vs AA
+13.9%
+11.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.7% | +2.2% |
| 7D | +6.9% | +0.9% | +6.0% | +7.0% |
| 30D | +2.3% | -6.4% | +8.7% | +2.0% |
| 3M | 0.0% | -13.0% | +13.0% | -0.5% |
| 6M | +0.2% | -34.6% | +34.9% | -0.9% |
| YTD | +20.9% | -23.0% | +43.9% | +22.3% |
| 1Y | +25.2% | +16.0% | +9.3% | +29.6% |
| All | +25.2% | +13.9% | +11.3% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 1y: compounded portfolio wealth divided by compounded AA 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…
1y analysis · Full analysis span regression · 6 months rolling