+20.2%
VZ vs AFL
+143.8%
-123.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.4% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | +1.4% | +10.0% | -8.7% | -1.4% |
| 3M | -1.3% | -1.6% | +0.3% | -0.9% |
| 6M | -0.5% | +10.5% | -11.0% | -3.3% |
| YTD | +19.6% | +14.3% | +5.4% | +15.0% |
| 1Y | +22.4% | +11.4% | +11.0% | +18.4% |
| 3Y | +55.9% | +62.4% | -6.6% | +34.8% |
| All | +20.2% | +143.8% | -123.6% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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