+27.7%
VZ vs ACI
+39.5%
-11.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.5% | -1.5% | +1.7% |
| 7D | +6.9% | +4.5% | +2.4% | +6.4% |
| 30D | +2.3% | +20.9% | -18.6% | +0.3% |
| 3M | 0.0% | +15.2% | -15.2% | -1.5% |
| 6M | +0.2% | -13.3% | +13.6% | +1.1% |
| YTD | +20.9% | -16.2% | +37.1% | +22.1% |
| 1Y | +25.2% | -16.9% | +42.1% | +26.6% |
| 3Y | +55.9% | -30.8% | +86.7% | +59.5% |
| 5Y | +22.6% | -39.4% | +62.0% | +25.5% |
| All | +27.7% | +39.5% | -11.8% | +30.6% |
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