+25.2%
VZ vs ARM
+18.4%
+6.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.3% | +7.3% | +1.6% |
| 7D | +6.9% | -18.7% | +25.6% | +5.2% |
| 30D | +2.3% | -36.7% | +38.9% | -0.9% |
| 3M | 0.0% | -31.6% | +31.6% | -2.1% |
| 6M | +0.2% | -5.6% | +5.9% | +1.0% |
| YTD | +20.9% | +75.5% | -54.6% | +33.5% |
| 1Y | +25.2% | +19.3% | +5.9% | +28.3% |
| All | +25.2% | +18.4% | +6.8% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARM.
Daily Out/Under-Performance
Portfolio return minus ARM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARM 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 ARM 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