+57.2%
VZ vs AGI
+158.5%
-101.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.8% |
| 7D | +2.2% | +17.4% | -15.2% | +2.2% |
| 30D | +10.6% | -0.9% | +11.5% | +10.6% |
| 3M | -0.6% | -1.6% | +1.0% | -0.7% |
| 6M | +0.7% | -24.7% | +25.4% | +1.0% |
| YTD | +20.6% | -15.3% | +35.9% | +19.8% |
| 1Y | +22.7% | +5.5% | +17.2% | +20.1% |
| 3Y | +57.2% | +154.5% | -97.3% | +39.4% |
| All | +57.2% | +158.5% | -101.3% | +39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling