+21.2%
VZ vs IR
-1.2%
+22.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -0.9% |
| 7D | +0.1% | -2.8% | +2.9% | +0.1% |
| 30D | +7.9% | -15.1% | +23.0% | +8.3% |
| 3M | +13.6% | +6.1% | +7.6% | +13.7% |
| 6M | +1.1% | -16.8% | +17.9% | +1.4% |
| YTD | +29.3% | -3.5% | +32.8% | +28.1% |
| 1Y | +21.2% | -3.5% | +24.7% | +20.3% |
| All | +21.2% | -1.2% | +22.5% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 1y: compounded portfolio wealth divided by compounded IR 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…
1y analysis · Full analysis span regression · 6 months rolling