+918.2%
VZ vs AA
+204.6%
+713.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.3% | +5.2% | +0.6% |
| 7D | +5.6% | -3.7% | +9.3% | +6.1% |
| 30D | +1.9% | -10.8% | +12.6% | +3.3% |
| 3M | +0.8% | -19.1% | +19.9% | +3.3% |
| 6M | +0.6% | -38.7% | +39.3% | +6.3% |
| YTD | +20.8% | -27.1% | +47.9% | +23.4% |
| 1Y | +23.9% | +8.3% | +15.6% | +19.5% |
| 3Y | +55.7% | +49.6% | +6.1% | +37.3% |
| 5Y | +21.5% | -15.5% | +37.0% | +10.4% |
| 10Y | +68.5% | +60.9% | +7.6% | +20.0% |
| All | +918.2% | +204.6% | +713.6% | +418.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling