+27.6%
VZ vs ACI
+34.5%
-6.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.5% | +0.3% |
| 7D | +5.6% | +3.5% | +2.1% | +5.2% |
| 30D | +1.9% | +16.8% | -14.9% | +0.3% |
| 3M | +0.8% | +13.1% | -12.3% | -0.5% |
| 6M | +0.6% | -15.6% | +16.3% | +1.7% |
| YTD | +20.8% | -19.2% | +40.0% | +22.5% |
| 1Y | +23.9% | -20.7% | +44.6% | +25.9% |
| 3Y | +55.7% | -33.4% | +89.0% | +60.0% |
| 5Y | +21.5% | -41.7% | +63.2% | +24.9% |
| All | +27.6% | +34.5% | -6.9% | +31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling