+21.8%
VZ vs AGI
+243.7%
-221.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | +1.5% | -10.1% | +11.6% | +1.9% |
| 30D | +4.4% | -6.5% | +10.9% | +4.5% |
| 3M | -2.4% | -12.8% | +10.4% | -2.0% |
| 6M | +1.4% | -34.3% | +35.7% | +3.2% |
| YTD | +21.4% | -25.6% | +47.0% | +21.4% |
| 1Y | +20.3% | -14.2% | +34.5% | +18.5% |
| 3Y | +57.4% | +127.3% | -69.9% | +36.7% |
| All | +21.8% | +243.7% | -221.9% | -5.0% |
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