+73.5%
VZ vs AGG
+17.7%
+55.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | +0.9% | -0.6% | +1.5% | +1.1% |
| 30D | +8.9% | +1.6% | +7.3% | +8.4% |
| 3M | +0.1% | -0.5% | +0.6% | +0.2% |
| 6M | +1.9% | -1.1% | +3.0% | +2.2% |
| YTD | +22.0% | -0.7% | +22.8% | +22.2% |
| 1Y | +22.1% | -0.7% | +22.8% | +22.3% |
| 3Y | +58.7% | +14.5% | +44.2% | +53.3% |
| 5Y | +22.3% | -0.9% | +23.2% | +18.1% |
| All | +73.5% | +17.7% | +55.8% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 10y: compounded portfolio wealth divided by compounded AGG 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…
10y analysis · Full analysis span regression · 6 months rolling