+908.7%
VZ vs AA
+213.5%
+695.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.9% | -3.8% | -1.3% |
| 7D | +2.1% | +0.9% | +1.3% | +2.0% |
| 30D | +1.4% | -6.7% | +8.1% | +2.2% |
| 3M | -1.3% | -16.3% | +15.1% | +0.7% |
| 6M | -0.5% | -37.1% | +36.6% | +4.8% |
| YTD | +19.6% | -25.0% | +44.7% | +21.8% |
| 1Y | +22.4% | +8.6% | +13.8% | +17.9% |
| 3Y | +55.9% | +57.2% | -1.4% | +36.5% |
| 5Y | +20.4% | -13.0% | +33.4% | +9.0% |
| 10Y | +66.9% | +65.5% | +1.3% | +18.4% |
| All | +908.7% | +213.5% | +695.2% | +411.2% |
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 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