+65.5%
VZ vs ALB
+38.2%
+27.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +2.2% | +9.5% | -7.2% | +1.8% |
| 30D | +10.6% | -2.1% | +12.7% | +10.7% |
| 3M | -0.6% | -24.1% | +23.5% | +0.7% |
| 6M | +0.7% | -51.0% | +51.8% | +4.5% |
| YTD | +20.6% | -29.3% | +49.9% | +21.9% |
| 1Y | +22.7% | +3.2% | +19.6% | +21.0% |
| 3Y | +57.2% | -9.3% | +66.6% | +52.7% |
| 5Y | +21.4% | -61.6% | +83.0% | +24.2% |
| 10Y | +65.5% | +40.8% | +24.7% | +35.3% |
| All | +65.5% | +38.2% | +27.3% | +35.3% |
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