+64.4%
VZ vs AU
+684.1%
-619.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -2.0% | -1.3% |
| 7D | -1.0% | +0.6% | -1.6% | -1.0% |
| 30D | +5.8% | +12.3% | -6.5% | +5.5% |
| 3M | +10.5% | +29.4% | -18.9% | +9.8% |
| 6M | +1.8% | +3.2% | -1.4% | +1.5% |
| YTD | +28.3% | +31.8% | -3.5% | +26.7% |
| 1Y | +22.0% | +83.4% | -61.4% | +18.9% |
| 3Y | +81.8% | +623.1% | -541.2% | +67.9% |
| 5Y | +25.3% | +700.5% | -675.2% | +15.2% |
| 10Y | +64.4% | +717.6% | -653.2% | +56.0% |
| All | +64.4% | +684.1% | -619.7% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling