+908.7%
VZ vs AFL
+19,983.6%
-19,074.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.6% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | +1.4% | +10.0% | -8.7% | -0.6% |
| 3M | -1.3% | -1.6% | +0.3% | -0.9% |
| 6M | -0.5% | +10.5% | -11.0% | -2.6% |
| YTD | +19.6% | +14.3% | +5.4% | +16.2% |
| 1Y | +22.4% | +11.4% | +11.0% | +19.5% |
| 3Y | +55.9% | +62.4% | -6.6% | +39.6% |
| 5Y | +20.4% | +144.8% | -124.4% | -1.6% |
| 10Y | +66.9% | +356.2% | -289.3% | +16.0% |
| All | +908.7% | +19,983.6% | -19,074.8% | +197.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling