+72.6%
VZ vs AU
+818.2%
-745.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.4% |
| 7D | +1.5% | -7.2% | +8.7% | +1.6% |
| 30D | +4.4% | -2.9% | +7.2% | +4.4% |
| 3M | -2.4% | -8.7% | +6.3% | -2.3% |
| 6M | +1.4% | -14.1% | +15.6% | +1.5% |
| YTD | +21.4% | +4.8% | +16.6% | +20.4% |
| 1Y | +20.3% | +11.9% | +8.4% | +19.0% |
| 3Y | +57.4% | +513.8% | -456.4% | +46.3% |
| 5Y | +21.9% | +379.3% | -357.3% | +13.4% |
| All | +72.6% | +818.2% | -745.6% | +61.8% |
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