+71.6%
VZ vs ASX
+999.3%
-927.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.6% | -6.0% | +0.6% |
| 7D | +0.9% | +0.8% | +0.1% | +0.9% |
| 30D | +8.9% | -20.4% | +29.4% | +9.1% |
| 3M | +0.1% | -2.1% | +2.3% | -0.1% |
| 6M | +1.9% | +8.2% | -6.3% | +1.0% |
| YTD | +22.0% | +137.3% | -115.2% | +16.9% |
| 1Y | +22.1% | +155.0% | -132.9% | +16.6% |
| 3Y | +58.7% | +397.9% | -339.3% | +43.5% |
| 5Y | +22.3% | +529.2% | -506.9% | +6.8% |
| 10Y | +71.6% | +1,007.5% | -935.9% | +40.0% |
| All | +71.6% | +999.3% | -927.7% | +40.0% |
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