+57.3%
VZ vs ASX
+298.6%
-241.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -20.8% | +20.7% | -2.3% |
| 7D | +5.6% | -33.3% | +38.9% | +1.5% |
| 30D | +1.9% | -36.5% | +38.3% | -2.3% |
| 3M | +0.8% | -19.2% | +20.0% | -0.8% |
| 6M | +0.6% | -10.2% | +10.9% | +0.5% |
| YTD | +20.8% | +86.5% | -65.7% | +28.1% |
| 1Y | +23.9% | +89.6% | -65.7% | +31.7% |
| All | +57.3% | +298.6% | -241.3% | +72.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling