+20.2%
VZ vs IR
+44.3%
-24.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -1.0% |
| 7D | +2.1% | +3.7% | -1.5% | +1.9% |
| 30D | +1.4% | +7.4% | -6.1% | +0.9% |
| 3M | -1.3% | -5.9% | +4.7% | -0.8% |
| 6M | -0.5% | +5.6% | -6.1% | -1.0% |
| YTD | +19.6% | +4.8% | +14.8% | +18.7% |
| 1Y | +22.4% | +6.9% | +15.4% | +21.2% |
| 3Y | +55.9% | +27.6% | +28.3% | +47.3% |
| All | +20.2% | +44.3% | -24.1% | +6.9% |
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