+68.3%
VZ vs ARM
+197.2%
-128.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -13.1% | +13.0% | -0.6% |
| 7D | +5.6% | -27.1% | +32.8% | +4.6% |
| 30D | +1.9% | -44.9% | +46.8% | +0.1% |
| 3M | +0.8% | -39.3% | +40.1% | -0.5% |
| 6M | +0.6% | -20.2% | +20.8% | 0.0% |
| YTD | +20.8% | +52.5% | -31.8% | +21.7% |
| 1Y | +23.9% | +4.1% | +19.9% | +24.3% |
| 3Y | +55.7% | +211.7% | -156.0% | +47.0% |
| All | +68.3% | +197.2% | -128.9% | +58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling