+60.5%
VZ vs ALLE
+144.1%
-83.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.1% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +7.9% | -6.8% | +14.7% | +9.5% |
| 3M | +13.6% | +21.0% | -7.4% | +8.7% |
| 6M | +1.1% | +1.1% | 0.0% | +0.4% |
| YTD | +29.3% | -0.5% | +29.8% | +28.6% |
| 1Y | +21.2% | -7.3% | +28.5% | +22.4% |
| 3Y | +75.9% | +42.3% | +33.6% | +58.8% |
| 5Y | +24.1% | +13.5% | +10.6% | +16.9% |
| All | +60.5% | +144.1% | -83.7% | +26.4% |
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