+71.6%
VZ vs ALL
+371.2%
-299.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | +0.9% | -2.6% | +3.5% | +1.6% |
| 30D | +8.9% | +12.7% | -3.8% | +5.2% |
| 3M | +0.1% | +0.4% | -0.3% | -0.1% |
| 6M | +1.9% | +23.8% | -21.9% | -4.4% |
| YTD | +22.0% | +27.8% | -5.8% | +13.2% |
| 1Y | +22.1% | +28.9% | -6.8% | +13.0% |
| 3Y | +58.7% | +113.9% | -55.2% | +25.0% |
| 5Y | +22.3% | +157.4% | -135.1% | -10.9% |
| 10Y | +71.6% | +369.0% | -297.4% | +9.1% |
| All | +71.6% | +371.2% | -299.5% | +9.1% |
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