+291.2%
VZ vs ASX
+2,764.3%
-2,473.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -20.8% | +20.7% | +1.6% |
| 7D | +5.6% | -33.3% | +38.9% | +8.9% |
| 30D | +1.9% | -36.5% | +38.3% | +5.2% |
| 3M | +0.8% | -19.2% | +20.0% | +1.7% |
| 6M | +0.6% | -10.2% | +10.9% | -0.5% |
| YTD | +20.8% | +86.5% | -65.7% | +10.7% |
| 1Y | +23.9% | +89.6% | -65.7% | +13.3% |
| 3Y | +55.7% | +298.6% | -242.9% | +29.2% |
| 5Y | +21.5% | +414.3% | -392.7% | -3.7% |
| 10Y | +68.5% | +711.1% | -642.6% | +21.8% |
| All | +291.2% | +2,764.3% | -2,473.0% | +96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling