+72.6%
VZ vs ACN
+148.3%
-75.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | +1.5% | -3.8% | +5.3% | +2.2% |
| 30D | +4.4% | +16.5% | -12.2% | +1.4% |
| 3M | -2.4% | +41.5% | -43.8% | -8.8% |
| 6M | +1.4% | +60.1% | -58.6% | -8.2% |
| YTD | +21.4% | -3.9% | +25.3% | +20.5% |
| 1Y | +20.3% | +4.1% | +16.2% | +17.2% |
| 3Y | +57.4% | -15.9% | +73.2% | +57.7% |
| 5Y | +21.9% | -26.3% | +48.3% | +24.5% |
| All | +72.6% | +148.3% | -75.6% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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