+361.4%
VZ vs AU
+653.8%
-292.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +0.7% |
| 7D | +0.9% | +4.7% | -3.7% | +0.7% |
| 30D | +8.9% | -1.5% | +10.5% | +8.9% |
| 3M | +0.1% | -5.0% | +5.1% | +0.1% |
| 6M | +1.9% | -13.5% | +15.4% | +2.1% |
| YTD | +22.0% | +11.7% | +10.3% | +20.2% |
| 1Y | +22.1% | +21.3% | +0.8% | +19.7% |
| 3Y | +58.7% | +545.0% | -486.3% | +41.2% |
| 5Y | +22.3% | +412.0% | -389.6% | +9.0% |
| 10Y | +71.6% | +899.1% | -827.4% | +42.9% |
| All | +361.4% | +653.8% | -292.3% | +295.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling