+21.1%
VZ vs ALC
+34.7%
-13.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | +5.6% | +7.6% | -2.0% | +4.4% |
| 30D | +1.9% | +21.1% | -19.3% | -1.1% |
| 3M | +0.8% | +8.5% | -7.7% | -0.6% |
| 6M | +0.6% | +2.8% | -2.2% | -0.2% |
| YTD | +20.8% | -2.4% | +23.2% | +20.5% |
| 1Y | +23.9% | +3.5% | +20.5% | +22.4% |
| 3Y | +55.7% | +4.2% | +51.5% | +52.0% |
| 5Y | +21.5% | -9.0% | +30.5% | +19.8% |
| All | +21.1% | +34.7% | -13.5% | +8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling