+21.4%
VZ vs ASX
+464.2%
-442.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.6% | -7.8% | +1.3% |
| 7D | +2.2% | -12.3% | +14.5% | +1.7% |
| 30D | +10.6% | -26.0% | +36.6% | +9.2% |
| 3M | -0.6% | -8.1% | +7.5% | -0.8% |
| 6M | +0.7% | +1.4% | -0.6% | +0.9% |
| YTD | +20.6% | +115.6% | -95.0% | +22.3% |
| 1Y | +22.7% | +128.0% | -105.3% | +24.5% |
| 3Y | +57.2% | +371.4% | -314.2% | +55.9% |
| 5Y | +21.4% | +469.4% | -448.0% | +15.3% |
| All | +21.4% | +464.2% | -442.8% | +15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling