+65.5%
VZ vs IP
+26.3%
+39.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.1% |
| 7D | +2.1% | -5.1% | +7.2% | +3.0% |
| 30D | +1.4% | +8.5% | -7.1% | -0.2% |
| 3M | -1.3% | -13.8% | +12.6% | +1.1% |
| 6M | -0.5% | +5.7% | -6.3% | -2.3% |
| YTD | +19.6% | -9.1% | +28.8% | +20.0% |
| 1Y | +22.4% | -0.8% | +23.2% | +20.6% |
| 3Y | +55.9% | +14.8% | +41.1% | +43.5% |
| 5Y | +20.4% | -11.5% | +31.9% | +16.3% |
| All | +65.5% | +26.3% | +39.3% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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