+268.6%
VZ vs ACWI
+330.1%
-61.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.7% | +1.8% |
| 7D | +5.6% | -4.0% | +9.7% | +7.8% |
| 30D | +1.9% | -5.8% | +7.7% | +4.8% |
| 3M | +0.8% | -5.0% | +5.8% | +3.2% |
| 6M | +0.6% | +0.7% | -0.1% | -0.4% |
| YTD | +20.8% | +8.4% | +12.3% | +14.4% |
| 1Y | +23.9% | +10.1% | +13.8% | +16.3% |
| 3Y | +55.7% | +70.8% | -15.1% | +13.3% |
| 5Y | +21.5% | +55.4% | -33.8% | -8.0% |
| 10Y | +68.5% | +223.3% | -154.9% | -19.8% |
| All | +268.6% | +330.1% | -61.5% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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