+29.8%
VZ vs AS
+133.7%
-103.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | -0.2% |
| 7D | +5.6% | +7.1% | -1.5% | +5.9% |
| 30D | +1.9% | +12.8% | -11.0% | +2.4% |
| 3M | +0.8% | -14.7% | +15.5% | +0.3% |
| 6M | +0.6% | -9.9% | +10.6% | +0.4% |
| YTD | +20.8% | -16.1% | +36.9% | +20.2% |
| 1Y | +23.9% | +0.2% | +23.8% | +24.0% |
| All | +29.8% | +133.7% | -103.9% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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