+64.4%
VZ vs AGI
+398.0%
-333.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.4% |
| 7D | -1.0% | +2.2% | -3.2% | -1.0% |
| 30D | +5.8% | +11.3% | -5.5% | +5.4% |
| 3M | +10.5% | +5.6% | +4.9% | +10.2% |
| 6M | +1.8% | -27.7% | +29.5% | +2.6% |
| YTD | +28.3% | -4.1% | +32.3% | +27.7% |
| 1Y | +22.0% | +13.8% | +8.2% | +20.5% |
| 3Y | +81.8% | +217.0% | -135.2% | +72.1% |
| 5Y | +25.3% | +404.3% | -379.0% | +16.7% |
| 10Y | +64.4% | +400.5% | -336.1% | +53.5% |
| All | +64.4% | +398.0% | -333.6% | +53.5% |
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