+22.3%
VZ vs AA
-11.0%
+33.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.0% | +0.5% |
| 7D | +0.9% | +1.1% | -0.2% | +0.9% |
| 30D | +8.9% | -1.3% | +10.2% | +8.9% |
| 3M | +0.1% | -23.9% | +24.0% | +1.0% |
| 6M | +1.9% | -36.8% | +38.7% | +3.3% |
| YTD | +22.0% | -22.2% | +44.2% | +22.3% |
| 1Y | +22.1% | +10.4% | +11.8% | +20.2% |
| 3Y | +58.7% | +72.0% | -13.3% | +48.7% |
| 5Y | +22.3% | -15.6% | +37.9% | +16.2% |
| All | +22.3% | -11.0% | +33.3% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling