+84.3%
VZ vs AUR
+90.4%
-6.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.1% | +0.6% |
| 7D | +0.2% | +19.2% | -19.0% | +0.4% |
| 30D | +7.1% | -7.8% | +14.9% | +7.1% |
| 3M | +12.8% | +4.0% | +8.8% | +12.9% |
| 6M | +1.8% | +45.0% | -43.2% | +2.2% |
| YTD | +30.0% | +69.5% | -39.5% | +30.6% |
| 1Y | +24.3% | +13.0% | +11.3% | +24.9% |
| 3Y | +84.3% | +90.4% | -6.1% | +69.0% |
| All | +84.3% | +90.4% | -6.1% | +69.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling