+24.7%
VZ vs JAAA
+29.3%
-4.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +7.1% | +0.5% | +6.7% | +7.0% |
| 3M | +12.8% | +1.2% | +11.6% | +12.5% |
| 6M | +1.8% | +2.8% | -1.0% | +1.2% |
| YTD | +30.0% | +3.2% | +26.8% | +29.1% |
| 1Y | +24.3% | +4.8% | +19.5% | +22.9% |
| 3Y | +84.3% | +19.0% | +65.3% | +77.4% |
| 5Y | +25.9% | +26.8% | -0.9% | +20.1% |
| All | +24.7% | +29.3% | -4.6% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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