+22.3%
VZ vs AG
+4.5%
+17.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.8% | +0.6% |
| 7D | +0.9% | -4.0% | +5.0% | +1.0% |
| 30D | +8.9% | -13.1% | +22.0% | +9.0% |
| 3M | +0.1% | -22.0% | +22.1% | +0.3% |
| 6M | +1.9% | -37.3% | +39.2% | +2.4% |
| YTD | +22.0% | -11.2% | +33.2% | +20.7% |
| 1Y | +22.1% | +23.9% | -1.8% | +19.2% |
| 3Y | +58.7% | +225.1% | -166.5% | +44.4% |
| 5Y | +22.3% | +7.7% | +14.6% | +17.3% |
| All | +22.3% | +4.5% | +17.8% | +17.3% |
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