+25.5%
VZ vs ASX
+429.3%
-403.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +0.1% | -0.7% | +0.8% | +0.1% |
| 30D | +7.9% | +2.0% | +5.9% | +8.0% |
| 3M | +13.6% | -1.3% | +15.0% | +13.8% |
| 6M | +1.1% | +71.4% | -70.3% | +2.2% |
| YTD | +29.3% | +135.3% | -106.0% | +31.1% |
| 1Y | +21.2% | +267.5% | -246.2% | +23.0% |
| 3Y | +75.9% | +388.5% | -312.6% | +74.7% |
| All | +25.5% | +429.3% | -403.8% | +18.5% |
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