+995.9%
VZ vs AJG
+11,671.2%
-10,675.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.6% | +1.5% |
| 7D | +0.2% | -3.8% | +4.0% | +1.1% |
| 30D | +7.1% | +1.6% | +5.5% | +6.7% |
| 3M | +12.8% | +18.6% | -5.8% | +8.2% |
| 6M | +1.8% | +10.9% | -9.1% | -1.1% |
| YTD | +30.0% | -2.0% | +31.9% | +29.5% |
| 1Y | +24.3% | -14.9% | +39.3% | +27.7% |
| 3Y | +84.3% | +13.4% | +70.9% | +75.4% |
| 5Y | +25.9% | +83.2% | -57.3% | +5.9% |
| 10Y | +61.1% | +484.3% | -423.2% | +1.9% |
| All | +995.9% | +11,671.2% | -10,675.3% | +333.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AJG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling