+26.8%
VZ vs IOT
+65.9%
-39.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | -0.1% |
| 7D | +0.9% | +0.6% | +0.4% | +0.9% |
| 30D | +6.9% | +0.1% | +6.8% | +6.9% |
| 3M | +0.6% | +5.0% | -4.4% | +0.7% |
| 6M | +0.3% | +47.0% | -46.7% | +0.9% |
| YTD | +21.9% | +16.6% | +5.3% | +22.5% |
| 1Y | +21.7% | +4.8% | +16.9% | +22.2% |
| 3Y | +58.5% | +72.2% | -13.7% | +59.2% |
| All | +26.8% | +65.9% | -39.2% | +23.0% |
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