+65.5%
VZ vs ALB
+33.3%
+32.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.0% |
| 7D | +2.1% | +9.1% | -6.9% | +1.7% |
| 30D | +1.4% | -3.4% | +4.8% | +1.5% |
| 3M | -1.3% | -20.6% | +19.3% | -0.2% |
| 6M | -0.5% | -48.2% | +47.6% | +2.8% |
| YTD | +19.6% | -29.2% | +48.9% | +20.9% |
| 1Y | +22.4% | +10.0% | +12.4% | +20.1% |
| 3Y | +55.9% | -12.9% | +68.8% | +51.9% |
| 5Y | +20.4% | -61.3% | +81.7% | +23.1% |
| All | +65.5% | +33.3% | +32.2% | +37.2% |
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