+21.5%
VZ vs IR
+42.7%
-21.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.1% |
| 7D | +5.6% | +2.3% | +3.3% | +5.5% |
| 30D | +1.9% | +3.3% | -1.5% | +1.6% |
| 3M | +0.8% | -9.0% | +9.8% | +1.4% |
| 6M | +0.6% | +8.0% | -7.4% | 0.0% |
| YTD | +20.8% | +3.4% | +17.4% | +19.9% |
| 1Y | +23.9% | +4.5% | +19.4% | +22.9% |
| 3Y | +55.7% | +25.6% | +30.1% | +47.3% |
| 5Y | +21.5% | +43.8% | -22.3% | +8.1% |
| All | +21.5% | +42.7% | -21.2% | +8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling