+65.5%
VZ vs ALL
+367.3%
-301.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +2.2% | -3.9% | +6.1% | +3.4% |
| 30D | +10.6% | +10.6% | 0.0% | +7.4% |
| 3M | -0.6% | -4.6% | +3.9% | +0.6% |
| 6M | +0.7% | +20.2% | -19.4% | -4.7% |
| YTD | +20.6% | +23.7% | -3.1% | +13.0% |
| 1Y | +22.7% | +27.9% | -5.2% | +13.8% |
| 3Y | +57.2% | +109.2% | -51.9% | +24.8% |
| 5Y | +21.4% | +148.0% | -126.6% | -10.5% |
| 10Y | +65.5% | +363.8% | -298.3% | +10.5% |
| All | +65.5% | +367.3% | -301.8% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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