+25.3%
VZ vs AUR
-34.3%
+59.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.2% | -1.3% |
| 7D | -1.0% | +11.1% | -12.1% | -0.9% |
| 30D | +5.8% | -6.9% | +12.6% | +5.8% |
| 3M | +10.5% | +5.5% | +5.0% | +10.5% |
| 6M | +1.8% | +41.0% | -39.2% | +1.8% |
| YTD | +28.3% | +69.3% | -41.0% | +28.1% |
| 1Y | +22.0% | +14.0% | +7.9% | +22.0% |
| 3Y | +81.8% | +90.1% | -8.2% | +78.8% |
| 5Y | +25.3% | -34.4% | +59.7% | +18.5% |
| All | +25.3% | -34.3% | +59.6% | +18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling