+25.5%
VZ vs AG
+64.2%
-38.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.9% |
| 7D | +0.1% | +1.0% | -0.9% | +0.1% |
| 30D | +7.9% | +19.2% | -11.3% | +7.6% |
| 3M | +13.6% | +6.2% | +7.5% | +13.5% |
| 6M | +1.1% | -26.7% | +27.8% | +1.6% |
| YTD | +29.3% | +26.1% | +3.2% | +27.5% |
| 1Y | +21.2% | +131.7% | -110.4% | +16.2% |
| 3Y | +75.9% | +255.3% | -179.4% | +62.0% |
| All | +25.5% | +64.2% | -38.7% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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