+232.8%
VZ vs IBN
+1,532.9%
-1,300.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | +0.1% | +1.4% | -1.3% | -0.1% |
| 30D | +7.9% | -0.3% | +8.2% | +7.9% |
| 3M | +13.6% | +17.1% | -3.5% | +11.5% |
| 6M | +1.1% | +3.4% | -2.3% | +0.5% |
| YTD | +29.3% | +2.5% | +26.8% | +28.6% |
| 1Y | +21.2% | -4.2% | +25.4% | +21.5% |
| 3Y | +75.9% | +32.4% | +43.5% | +68.9% |
| 5Y | +24.1% | +59.2% | -35.1% | +15.7% |
| 10Y | +62.4% | +345.7% | -283.3% | +29.0% |
| All | +232.8% | +1,532.9% | -1,300.1% | +132.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling