+25.9%
VZ vs AGI
+390.0%
-364.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.6% |
| 7D | +0.2% | +4.4% | -4.2% | 0.0% |
| 30D | +7.1% | +10.0% | -2.8% | +6.5% |
| 3M | +12.8% | +1.7% | +11.1% | +12.5% |
| 6M | +1.8% | -26.8% | +28.6% | +3.3% |
| YTD | +30.0% | -5.3% | +35.3% | +28.8% |
| 1Y | +24.3% | +11.5% | +12.8% | +20.9% |
| 3Y | +84.3% | +212.9% | -128.6% | +57.8% |
| 5Y | +25.9% | +388.8% | -362.8% | +1.6% |
| All | +25.9% | +390.0% | -364.1% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling