+990.1%
VZ vs AFL
+18,874.7%
-17,884.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | +7.9% | -6.2% | +14.1% | +9.3% |
| 3M | +13.6% | +2.2% | +11.5% | +13.1% |
| 6M | +1.1% | +5.3% | -4.2% | -0.1% |
| YTD | +29.3% | +8.0% | +21.3% | +27.0% |
| 1Y | +21.2% | +10.2% | +11.0% | +18.5% |
| 3Y | +75.9% | +67.1% | +8.8% | +56.6% |
| 5Y | +24.1% | +135.6% | -111.5% | +2.1% |
| 10Y | +62.4% | +299.4% | -237.0% | +16.0% |
| All | +990.1% | +18,874.7% | -17,884.6% | +225.0% |
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