+64.4%
VZ vs ITOT
+293.9%
-229.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | -1.0% | -0.4% | -0.6% | -0.8% |
| 30D | +5.8% | -1.6% | +7.3% | +6.3% |
| 3M | +10.5% | +3.5% | +7.0% | +9.0% |
| 6M | +1.8% | +13.1% | -11.3% | -2.9% |
| YTD | +28.3% | +12.7% | +15.5% | +22.4% |
| 1Y | +22.0% | +18.3% | +3.7% | +14.1% |
| 3Y | +81.8% | +76.4% | +5.5% | +42.4% |
| 5Y | +25.3% | +73.8% | -48.4% | -2.4% |
| 10Y | +64.4% | +301.2% | -236.8% | -20.0% |
| All | +64.4% | +293.9% | -229.5% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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