+57.7%
VZ vs FIVE
+43.9%
+13.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +2.4% | +7.3% | -5.0% | +2.3% |
| 30D | +11.2% | +18.1% | -6.9% | +11.1% |
| 3M | 0.0% | +7.7% | -7.7% | 0.0% |
| 6M | +1.3% | +13.6% | -12.3% | +1.2% |
| YTD | +21.3% | +34.6% | -13.3% | +21.3% |
| 1Y | +23.9% | +66.2% | -42.3% | +24.1% |
| 3Y | +57.7% | +43.5% | +14.2% | +59.2% |
| All | +57.7% | +43.9% | +13.8% | +59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling