+71.6%
VZ vs IBN
+389.8%
-318.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | +0.9% | +11.1% | -10.2% | -0.2% |
| 30D | +8.9% | +23.9% | -14.9% | +6.6% |
| 3M | +0.1% | +16.3% | -16.2% | -1.4% |
| 6M | +1.9% | +34.2% | -32.3% | -1.1% |
| YTD | +22.0% | +17.6% | +4.5% | +19.8% |
| 1Y | +22.1% | +13.8% | +8.3% | +20.3% |
| 3Y | +58.7% | +57.0% | +1.7% | +50.6% |
| 5Y | +22.3% | +75.3% | -53.0% | +14.2% |
| 10Y | +71.6% | +388.7% | -317.0% | +47.5% |
| All | +71.6% | +389.8% | -318.2% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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