+20.2%
VZ vs AA
-15.4%
+35.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.9% | -3.8% | -1.0% |
| 7D | +2.1% | +0.9% | +1.3% | +2.1% |
| 30D | +1.4% | -6.7% | +8.1% | +1.6% |
| 3M | -1.3% | -16.3% | +15.1% | -0.8% |
| 6M | -0.5% | -37.1% | +36.6% | +0.8% |
| YTD | +19.6% | -25.0% | +44.7% | +20.0% |
| 1Y | +22.4% | +8.6% | +13.8% | +20.5% |
| 3Y | +55.9% | +57.2% | -1.4% | +47.0% |
| All | +20.2% | -15.4% | +35.6% | +15.5% |
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