+65.5%
VZ vs FIVE
+596.6%
-531.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.6% | -4.8% | +0.5% |
| 7D | +2.2% | +6.2% | -3.9% | +1.9% |
| 30D | +10.6% | +18.2% | -7.6% | +9.4% |
| 3M | -0.6% | +3.8% | -4.4% | -0.9% |
| 6M | +0.7% | +13.7% | -13.0% | -0.3% |
| YTD | +20.6% | +34.7% | -14.1% | +18.0% |
| 1Y | +22.7% | +66.6% | -43.9% | +18.5% |
| 3Y | +57.2% | +44.3% | +13.0% | +51.8% |
| 5Y | +21.4% | +18.8% | +2.6% | +17.6% |
| 10Y | +65.5% | +569.2% | -503.7% | +34.0% |
| All | +65.5% | +596.6% | -531.1% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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