+22.4%
VZ vs ASX
+105.3%
-82.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.4% | -7.4% | 0.0% |
| 7D | +2.1% | -19.9% | +22.1% | -0.7% |
| 30D | +1.4% | -30.9% | +32.3% | -3.2% |
| 3M | -1.3% | -15.1% | +13.8% | -2.6% |
| 6M | -0.5% | -6.5% | +5.9% | +0.4% |
| YTD | +19.6% | +98.4% | -78.8% | +43.0% |
| 1Y | +22.4% | +107.9% | -85.5% | +47.9% |
| All | +22.4% | +105.3% | -82.9% | +47.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling