+28.3%
VZ vs ACI
+32.8%
-4.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | +1.5% | +2.3% | -0.8% | +1.2% |
| 30D | +4.4% | +1.2% | +3.1% | +4.2% |
| 3M | -2.4% | +6.8% | -9.2% | -3.1% |
| 6M | +1.4% | -18.7% | +20.2% | +2.9% |
| YTD | +21.4% | -20.2% | +41.6% | +23.3% |
| 1Y | +20.3% | -23.7% | +44.0% | +22.6% |
| 3Y | +57.4% | -31.6% | +89.0% | +61.4% |
| 5Y | +21.9% | -42.8% | +64.7% | +25.5% |
| All | +28.3% | +32.8% | -4.6% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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