+70.6%
VZ vs AGI
+335.7%
-265.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.3% | +5.9% | +0.7% |
| 7D | +2.4% | +13.9% | -11.6% | +2.0% |
| 30D | +11.2% | -6.2% | +17.4% | +11.3% |
| 3M | 0.0% | -6.9% | +6.9% | +0.1% |
| 6M | +1.3% | -28.7% | +30.0% | +2.0% |
| YTD | +21.3% | -19.8% | +41.1% | +21.3% |
| 1Y | +23.9% | -4.8% | +28.8% | +23.1% |
| 3Y | +57.7% | +144.3% | -86.6% | +50.4% |
| 5Y | +21.2% | +277.2% | -256.0% | +13.6% |
| 10Y | +70.6% | +365.9% | -295.3% | +61.7% |
| All | +70.6% | +335.7% | -265.1% | +61.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling