+60.5%
VZ vs IP
+23.2%
+37.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -1.3% |
| 7D | +0.1% | -5.3% | +5.3% | +1.0% |
| 30D | +7.9% | -10.9% | +18.8% | +10.1% |
| 3M | +13.6% | +11.2% | +2.5% | +11.0% |
| 6M | +1.1% | -10.2% | +11.3% | +2.3% |
| YTD | +29.3% | -2.0% | +31.3% | +28.2% |
| 1Y | +21.2% | -19.1% | +40.3% | +24.3% |
| 3Y | +75.9% | +20.9% | +55.0% | +60.8% |
| 5Y | +24.1% | -17.8% | +41.9% | +22.5% |
| All | +60.5% | +23.2% | +37.3% | +37.6% |
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