+65.5%
VZ vs ACN
+159.3%
-93.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.2% |
| 7D | +2.2% | -2.5% | +4.8% | +2.7% |
| 30D | +10.6% | +22.6% | -12.1% | +6.5% |
| 3M | -0.6% | +45.9% | -46.5% | -7.7% |
| 6M | +0.7% | +43.8% | -43.1% | -7.0% |
| YTD | +20.6% | -2.5% | +23.1% | +19.4% |
| 1Y | +22.7% | +6.5% | +16.2% | +19.1% |
| 3Y | +57.2% | -14.2% | +71.4% | +56.9% |
| 5Y | +21.4% | -24.4% | +45.8% | +23.2% |
| 10Y | +65.5% | +156.3% | -90.8% | +22.2% |
| All | +65.5% | +159.3% | -93.8% | +22.2% |
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