+22.3%
VZ vs ACN
-24.2%
+46.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.8% |
| 7D | +0.9% | -4.0% | +4.9% | +1.4% |
| 30D | +8.9% | +19.0% | -10.1% | +6.9% |
| 3M | +0.1% | +42.2% | -42.1% | -3.9% |
| 6M | +1.9% | +50.1% | -48.2% | -3.4% |
| YTD | +22.0% | -2.7% | +24.8% | +21.0% |
| 1Y | +22.1% | +7.6% | +14.5% | +19.3% |
| 3Y | +58.7% | -15.9% | +74.5% | +58.3% |
| 5Y | +22.3% | -24.4% | +46.7% | +20.5% |
| All | +22.3% | -24.2% | +46.6% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling