+352.4%
VZ vs AU
+661.9%
-309.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -1.2% |
| 7D | +2.1% | +16.5% | -14.4% | +1.4% |
| 30D | +1.4% | +3.3% | -1.9% | +1.1% |
| 3M | -1.3% | +6.8% | -8.1% | -1.8% |
| 6M | -0.5% | -3.9% | +3.4% | -0.8% |
| YTD | +19.6% | +12.9% | +6.7% | +17.8% |
| 1Y | +22.4% | +43.5% | -21.1% | +18.9% |
| 3Y | +55.9% | +445.5% | -389.7% | +39.9% |
| 5Y | +20.4% | +469.0% | -448.6% | +6.8% |
| 10Y | +66.9% | +698.3% | -631.4% | +40.7% |
| All | +352.4% | +661.9% | -309.5% | +287.8% |
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 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