+65.5%
VZ vs AA
+64.5%
+1.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.8% | -5.0% | +0.5% |
| 7D | +2.2% | +4.8% | -2.6% | +2.0% |
| 30D | +10.6% | -0.6% | +11.2% | +10.6% |
| 3M | -0.6% | -16.3% | +15.7% | +0.1% |
| 6M | +0.7% | -33.4% | +34.1% | +2.4% |
| YTD | +20.6% | -20.7% | +41.3% | +21.0% |
| 1Y | +22.7% | +12.9% | +9.8% | +20.6% |
| 3Y | +57.2% | +75.7% | -18.5% | +47.7% |
| 5Y | +21.4% | -6.8% | +28.2% | +16.3% |
| 10Y | +65.5% | +53.6% | +11.9% | +42.4% |
| All | +65.5% | +64.5% | +1.0% | +42.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling