+25.9%
VZ vs AU
+676.5%
-650.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.7% | +0.6% |
| 7D | +0.2% | -0.3% | +0.5% | +0.2% |
| 30D | +7.1% | +12.8% | -5.7% | +6.7% |
| 3M | +12.8% | +28.5% | -15.6% | +11.8% |
| 6M | +1.8% | +4.8% | -3.0% | +1.4% |
| YTD | +30.0% | +31.0% | -1.0% | +27.4% |
| 1Y | +24.3% | +81.4% | -57.1% | +19.0% |
| 3Y | +84.3% | +618.4% | -534.1% | +57.6% |
| 5Y | +25.9% | +686.3% | -660.4% | +7.1% |
| All | +25.9% | +676.5% | -650.6% | +7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling