+73.3%
VZ vs C
+216.7%
-143.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +0.9% | +4.7% | -3.8% | +0.3% |
| 30D | +6.9% | +0.2% | +6.8% | +6.9% |
| 3M | +0.6% | -9.3% | +10.0% | +1.9% |
| 6M | +0.3% | -0.8% | +1.2% | 0.0% |
| YTD | +21.9% | +8.5% | +13.4% | +19.3% |
| 1Y | +21.7% | +23.1% | -1.4% | +16.6% |
| 3Y | +58.5% | +220.8% | -162.3% | +25.5% |
| 5Y | +22.4% | +112.4% | -90.0% | +3.3% |
| All | +73.3% | +216.7% | -143.3% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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