+65.5%
VZ vs ALM
+2,221.4%
-2,155.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.1% | -7.3% | +0.7% |
| 7D | +2.2% | +0.7% | +1.5% | +2.2% |
| 30D | +10.6% | -26.1% | +36.7% | +10.9% |
| 3M | -0.6% | -38.1% | +37.5% | -0.2% |
| 6M | +0.7% | -55.4% | +56.2% | +1.4% |
| YTD | +20.6% | -0.4% | +21.0% | +19.8% |
| 1Y | +22.7% | +25.4% | -2.6% | +21.4% |
| 3Y | +57.2% | +907.8% | -850.5% | +49.6% |
| 5Y | +21.4% | +440.2% | -418.8% | +16.0% |
| 10Y | +65.5% | +2,031.1% | -1,965.7% | +55.1% |
| All | +65.5% | +2,221.4% | -2,155.9% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 ALM 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