+65.5%
VZ vs ASX
+754.3%
-688.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.4% | -7.4% | -1.0% |
| 7D | +2.1% | -19.9% | +22.1% | +2.3% |
| 30D | +1.4% | -30.9% | +32.3% | +1.6% |
| 3M | -1.3% | -15.1% | +13.8% | -1.4% |
| 6M | -0.5% | -6.5% | +5.9% | -1.4% |
| YTD | +19.6% | +98.4% | -78.8% | +14.8% |
| 1Y | +22.4% | +107.9% | -85.5% | +17.1% |
| 3Y | +55.9% | +325.3% | -269.4% | +40.8% |
| 5Y | +20.4% | +447.3% | -426.9% | +4.8% |
| All | +65.5% | +754.3% | -688.7% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling