+25.2%
VZ vs AR
+14.7%
+10.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.3% | +8.3% | +2.7% |
| 7D | +6.9% | -11.1% | +18.0% | +8.2% |
| 30D | +2.3% | +7.9% | -5.6% | +1.1% |
| 3M | 0.0% | +4.9% | -4.9% | -0.8% |
| 6M | +0.2% | -5.3% | +5.6% | +0.4% |
| YTD | +20.9% | +8.6% | +12.3% | +18.8% |
| 1Y | +25.2% | +13.7% | +11.6% | +22.1% |
| All | +25.2% | +14.7% | +10.5% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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