+35.2%
VZ vs IOT
+61.2%
-26.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.7% | +0.5% |
| 7D | +0.2% | +2.8% | -2.6% | +0.3% |
| 30D | +7.1% | -1.8% | +8.9% | +7.1% |
| 3M | +12.8% | +17.9% | -5.1% | +13.1% |
| 6M | +1.8% | +13.5% | -11.7% | +2.1% |
| YTD | +30.0% | +13.3% | +16.7% | +30.6% |
| 1Y | +24.3% | -3.3% | +27.6% | +24.7% |
| 3Y | +84.3% | +31.3% | +53.0% | +84.9% |
| All | +35.2% | +61.2% | -26.1% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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