+57.2%
VZ vs ITOT
+77.8%
-20.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.9% |
| 7D | +2.2% | +0.2% | +2.0% | +2.3% |
| 30D | +10.6% | -3.0% | +13.6% | +10.4% |
| 3M | -0.6% | -2.7% | +2.1% | -0.7% |
| 6M | +0.7% | +2.6% | -1.9% | +0.8% |
| YTD | +20.6% | +11.5% | +9.1% | +20.5% |
| 1Y | +22.7% | +13.5% | +9.2% | +22.5% |
| 3Y | +57.2% | +79.7% | -22.5% | +51.0% |
| All | +57.2% | +77.8% | -20.5% | +51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling