+67.1%
VZ vs IP
+25.2%
+41.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +3.8% | +0.6% |
| 7D | +5.6% | -5.0% | +10.6% | +6.5% |
| 30D | +1.9% | +6.5% | -4.7% | +0.6% |
| 3M | +0.8% | -18.0% | +18.8% | +4.1% |
| 6M | +0.6% | +10.3% | -9.7% | -1.9% |
| YTD | +20.8% | -9.9% | +30.7% | +21.3% |
| 1Y | +23.9% | -1.1% | +25.0% | +22.1% |
| 3Y | +55.7% | +13.0% | +42.7% | +43.8% |
| 5Y | +21.5% | -12.3% | +33.8% | +17.5% |
| All | +67.1% | +25.2% | +41.9% | +56.2% |
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