+25.3%
VZ vs IJH
+47.6%
-22.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.3% | -1.1% |
| 7D | -1.0% | -0.7% | -0.2% | -0.8% |
| 30D | +5.8% | -3.8% | +9.6% | +6.5% |
| 3M | +10.5% | 0.0% | +10.5% | +10.4% |
| 6M | +1.8% | +8.8% | -7.0% | -0.1% |
| YTD | +28.3% | +13.5% | +14.7% | +24.5% |
| 1Y | +22.0% | +15.4% | +6.6% | +17.9% |
| 3Y | +81.8% | +50.9% | +30.9% | +61.0% |
| 5Y | +25.3% | +47.8% | -22.5% | +8.5% |
| All | +25.3% | +47.6% | -22.3% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 5y: compounded portfolio wealth divided by compounded IJH 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…
5y analysis · Full analysis span regression · 6 months rolling