+16.5%
VZ vs AUR
-36.7%
+53.2%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +0.5% |
| 7D | -1.2% | +0.2% | -1.4% | -1.2% |
| 30D | +5.7% | -8.9% | +14.6% | +5.7% |
| 3M | +8.2% | +4.6% | +3.6% | +8.2% |
| 6M | +1.7% | +44.9% | -43.1% | +1.7% |
| YTD | +28.9% | +64.8% | -36.0% | +28.7% |
| 1Y | +22.7% | +16.4% | +6.4% | +22.8% |
| 3Y | +82.7% | +85.1% | -2.4% | +79.6% |
| 5Y | +26.4% | -36.1% | +62.5% | +18.3% |
| All | +16.5% | -36.7% | +53.2% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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