+995.9%
VZ vs AJG
+11,639.9%
-10,643.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.3% | +4.8% | +1.5% |
| 7D | +0.2% | -4.0% | +4.2% | +1.1% |
| 30D | +7.1% | +1.3% | +5.8% | +6.7% |
| 3M | +12.8% | +18.3% | -5.5% | +8.3% |
| 6M | +1.8% | +10.6% | -8.8% | -1.1% |
| YTD | +30.0% | -2.2% | +32.2% | +29.6% |
| 1Y | +24.3% | -15.2% | +39.5% | +27.8% |
| 3Y | +84.3% | +13.1% | +71.2% | +75.5% |
| 5Y | +25.9% | +82.8% | -56.8% | +6.0% |
| 10Y | +61.1% | +482.7% | -421.6% | +1.9% |
| All | +995.9% | +11,639.9% | -10,643.9% | +334.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling