+365.0%
VZ vs ITOT
+896.7%
-531.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +7.9% | 0.0% | +7.9% | +7.9% |
| 3M | +13.6% | +2.0% | +11.7% | +12.1% |
| 6M | +1.1% | +13.0% | -11.9% | -6.1% |
| YTD | +29.3% | +14.0% | +15.3% | +19.2% |
| 1Y | +21.2% | +19.9% | +1.3% | +8.4% |
| 3Y | +75.9% | +75.8% | +0.1% | +22.8% |
| 5Y | +24.1% | +73.8% | -49.8% | -14.6% |
| 10Y | +62.4% | +295.9% | -233.5% | -38.2% |
| All | +365.0% | +896.7% | -531.7% | -13.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling