+22.1%
VZ vs ACI
-23.0%
+45.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.8% |
| 7D | +0.9% | -5.3% | +6.2% | +1.8% |
| 30D | +8.9% | +5.0% | +3.9% | +8.1% |
| 3M | +0.1% | +7.5% | -7.4% | -1.0% |
| 6M | +1.9% | -16.0% | +17.9% | +3.3% |
| YTD | +22.0% | -20.6% | +42.7% | +24.2% |
| 1Y | +22.1% | -23.5% | +45.7% | +25.0% |
| All | +22.1% | -23.0% | +45.1% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling