+66.1%
VZ vs BOXX
+18.4%
+47.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -1.0% |
| 7D | +0.1% | +0.1% | 0.0% | -0.1% |
| 30D | +7.9% | +0.4% | +7.5% | +6.9% |
| 3M | +13.6% | +1.0% | +12.6% | +11.1% |
| 6M | +1.1% | +2.0% | -0.9% | -2.0% |
| YTD | +29.3% | +2.6% | +26.7% | +24.8% |
| 1Y | +21.2% | +4.1% | +17.2% | +15.7% |
| 3Y | +75.9% | +14.7% | +61.2% | +66.7% |
| All | +66.1% | +18.4% | +47.6% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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