+922.4%
VZ vs AFL
+20,401.2%
-19,478.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.3% |
| 7D | +2.4% | +2.1% | +0.3% | +1.9% |
| 30D | +11.2% | +10.6% | +0.6% | +8.9% |
| 3M | 0.0% | +4.4% | -4.4% | -0.9% |
| 6M | +1.3% | +13.1% | -11.8% | -1.3% |
| YTD | +21.3% | +16.6% | +4.6% | +17.2% |
| 1Y | +23.9% | +13.8% | +10.1% | +20.4% |
| 3Y | +57.7% | +65.7% | -8.0% | +40.7% |
| 5Y | +21.2% | +153.1% | -131.9% | -1.7% |
| 10Y | +70.6% | +335.9% | -265.3% | +19.7% |
| All | +922.4% | +20,401.2% | -19,478.8% | +200.0% |
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