+60.5%
VZ vs ALB
+75.7%
-15.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.6% | -0.6% |
| 7D | +0.1% | -8.1% | +8.1% | +0.5% |
| 30D | +7.9% | +6.3% | +1.6% | +7.5% |
| 3M | +13.6% | -23.6% | +37.2% | +15.2% |
| 6M | +1.1% | -24.6% | +25.7% | +2.4% |
| YTD | +29.3% | -10.3% | +39.6% | +29.1% |
| 1Y | +21.2% | +61.5% | -40.2% | +16.0% |
| 3Y | +75.9% | -34.0% | +109.9% | +76.3% |
| 5Y | +24.1% | -44.6% | +68.7% | +23.6% |
| All | +60.5% | +75.7% | -15.3% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling