+72.6%
VZ vs ALB
+32.4%
+40.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.3% |
| 7D | +1.5% | -5.8% | +7.2% | +1.8% |
| 30D | +4.4% | -4.5% | +8.9% | +4.6% |
| 3M | -2.4% | -28.1% | +25.7% | -0.8% |
| 6M | +1.4% | -53.2% | +54.6% | +5.4% |
| YTD | +21.4% | -33.3% | +54.7% | +23.0% |
| 1Y | +20.3% | -17.4% | +37.7% | +20.2% |
| 3Y | +57.4% | -14.1% | +71.5% | +53.2% |
| 5Y | +21.9% | -64.0% | +86.0% | +25.2% |
| All | +72.6% | +32.4% | +40.3% | +43.6% |
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