+67.1%
VZ vs LIN
+430.4%
-363.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | +5.6% | +3.6% | +2.0% | +4.7% |
| 30D | +1.9% | +6.4% | -4.5% | +0.2% |
| 3M | +0.8% | +6.5% | -5.7% | -0.9% |
| 6M | +0.6% | +4.9% | -4.2% | -0.9% |
| YTD | +20.8% | +23.4% | -2.7% | +13.8% |
| 1Y | +23.9% | +26.3% | -2.4% | +16.1% |
| 3Y | +55.7% | +38.0% | +17.7% | +41.9% |
| 5Y | +21.5% | +68.0% | -46.5% | +3.7% |
| All | +67.1% | +430.4% | -363.3% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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