+21.4%
VZ vs ALC
-10.7%
+32.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | +2.2% | +2.1% | +0.2% | +1.9% |
| 30D | +10.6% | +17.2% | -6.6% | +8.3% |
| 3M | -0.6% | +4.6% | -5.2% | -1.3% |
| 6M | +0.7% | +20.1% | -19.4% | -1.8% |
| YTD | +20.6% | -4.2% | +24.8% | +20.7% |
| 1Y | +22.7% | +2.1% | +20.6% | +21.6% |
| 3Y | +57.2% | +4.5% | +52.8% | +54.0% |
| 5Y | +21.4% | -12.3% | +33.7% | +14.7% |
| All | +21.4% | -10.7% | +32.1% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 5y: compounded portfolio wealth divided by compounded ALC 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…
5y analysis · Full analysis span regression · 6 months rolling