+372.9%
VZ vs AGI
+5,459.2%
-5,086.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.8% |
| 7D | +0.1% | +0.6% | -0.5% | +0.1% |
| 30D | +7.9% | +18.2% | -10.3% | +7.4% |
| 3M | +13.6% | -4.1% | +17.8% | +13.6% |
| 6M | +1.1% | -28.7% | +29.8% | +1.8% |
| YTD | +29.3% | -4.0% | +33.3% | +28.9% |
| 1Y | +21.2% | +17.4% | +3.8% | +20.1% |
| 3Y | +75.9% | +203.0% | -127.1% | +69.0% |
| 5Y | +24.1% | +376.7% | -352.6% | +17.4% |
| 10Y | +62.4% | +407.5% | -345.1% | +51.3% |
| All | +372.9% | +5,459.2% | -5,086.3% | +325.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling