+25.2%
VZ vs AGI
-1.1%
+26.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +10.8% | -8.7% | +2.7% |
| 7D | +6.9% | -5.3% | +12.2% | +6.5% |
| 30D | +2.3% | -7.1% | +9.4% | +1.8% |
| 3M | 0.0% | +4.4% | -4.4% | +0.4% |
| 6M | +0.2% | -23.0% | +23.3% | -1.0% |
| YTD | +20.9% | -22.0% | +42.9% | +19.7% |
| 1Y | +25.2% | +0.3% | +25.0% | +23.7% |
| All | +25.2% | -1.1% | +26.3% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling