+70.6%
VZ vs ACN
+160.2%
-89.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.3% |
| 7D | +2.4% | +1.6% | +0.8% | +2.1% |
| 30D | +11.2% | +24.6% | -13.5% | +6.8% |
| 3M | 0.0% | +46.2% | -46.2% | -7.2% |
| 6M | +1.3% | +46.2% | -44.9% | -6.8% |
| YTD | +21.3% | -0.9% | +22.1% | +19.7% |
| 1Y | +23.9% | +8.8% | +15.2% | +19.7% |
| 3Y | +57.7% | -14.3% | +72.0% | +57.6% |
| 5Y | +21.2% | -22.6% | +43.8% | +22.4% |
| 10Y | +70.6% | +153.7% | -83.2% | +23.3% |
| All | +70.6% | +160.2% | -89.6% | +23.3% |
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