+388.9%
VZ vs AU
+793.6%
-404.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.8% |
| 7D | +0.1% | -3.6% | +3.7% | +0.2% |
| 30D | +7.9% | +23.9% | -16.0% | +6.8% |
| 3M | +13.6% | +19.1% | -5.4% | +12.5% |
| 6M | +1.1% | -0.2% | +1.3% | +0.6% |
| YTD | +29.3% | +32.5% | -3.2% | +26.5% |
| 1Y | +21.2% | +96.9% | -75.7% | +16.0% |
| 3Y | +75.9% | +614.7% | -538.8% | +55.8% |
| 5Y | +24.1% | +647.7% | -623.6% | +8.7% |
| 10Y | +62.4% | +679.2% | -616.8% | +37.5% |
| All | +388.9% | +793.6% | -404.7% | +316.6% |
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