+72.6%
VZ vs ITOT
+287.5%
-214.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +1.5% | +2.5% | -1.0% | +0.6% |
| 30D | +4.4% | -1.7% | +6.1% | +4.8% |
| 3M | -2.4% | -3.4% | +1.0% | -1.4% |
| 6M | +1.4% | +2.1% | -0.7% | +0.3% |
| YTD | +21.4% | +11.5% | +9.9% | +16.0% |
| 1Y | +20.3% | +13.6% | +6.7% | +14.1% |
| 3Y | +57.4% | +77.2% | -19.8% | +22.8% |
| 5Y | +21.9% | +64.4% | -42.4% | -2.7% |
| All | +72.6% | +287.5% | -214.9% | -15.0% |
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