+70.6%
VZ vs ITOT
+286.7%
-216.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | +2.4% | -0.5% | +2.9% | +2.5% |
| 30D | +11.2% | -3.4% | +14.6% | +12.4% |
| 3M | 0.0% | -3.1% | +3.1% | +0.9% |
| 6M | +1.3% | +2.2% | -0.9% | +0.1% |
| YTD | +21.3% | +11.0% | +10.2% | +16.1% |
| 1Y | +23.9% | +11.4% | +12.5% | +18.4% |
| 3Y | +57.7% | +76.4% | -18.7% | +23.3% |
| 5Y | +21.2% | +65.1% | -43.9% | -3.6% |
| 10Y | +70.6% | +287.4% | -216.8% | -16.4% |
| All | +70.6% | +286.7% | -216.1% | -16.4% |
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