+67.1%
VZ vs ALLE
+225.5%
-158.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.5% |
| 7D | +5.6% | 0.0% | +5.6% | +5.6% |
| 30D | +1.9% | +20.6% | -18.7% | -2.3% |
| 3M | +0.8% | +11.4% | -10.6% | -1.7% |
| 6M | +0.6% | +42.5% | -41.9% | -7.3% |
| YTD | +20.8% | +18.9% | +1.9% | +15.4% |
| 1Y | +23.9% | +14.2% | +9.8% | +19.4% |
| 3Y | +55.7% | +90.7% | -35.0% | +31.4% |
| 5Y | +21.5% | +52.5% | -30.9% | +6.7% |
| All | +67.1% | +225.5% | -158.4% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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