+782.7%
VZ vs ALL
+3,771.7%
-2,989.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.1% |
| 7D | +5.6% | +4.2% | +1.4% | +4.5% |
| 30D | +1.9% | +18.9% | -17.1% | -2.6% |
| 3M | +0.8% | +1.2% | -0.4% | +0.4% |
| 6M | +0.6% | +23.2% | -22.6% | -4.8% |
| YTD | +20.8% | +30.0% | -9.2% | +12.5% |
| 1Y | +23.9% | +39.6% | -15.7% | +13.3% |
| 3Y | +55.7% | +115.2% | -59.6% | +26.0% |
| 5Y | +21.5% | +156.2% | -134.7% | -7.4% |
| 10Y | +68.5% | +398.0% | -329.5% | +6.1% |
| All | +782.7% | +3,771.7% | -2,989.0% | +257.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling