+21.7%
VZ vs ALM
+7.9%
+13.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.5% | +6.4% | -0.3% |
| 7D | +0.9% | -4.0% | +5.0% | +0.9% |
| 30D | +6.9% | -30.5% | +37.4% | +6.2% |
| 3M | +0.6% | -46.9% | +47.5% | -0.4% |
| 6M | +0.3% | -65.5% | +65.8% | -0.6% |
| YTD | +21.9% | -13.4% | +35.3% | +19.5% |
| 1Y | +21.7% | +9.8% | +11.9% | +18.3% |
| All | +21.7% | +7.9% | +13.8% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling