+65.5%
VZ vs LQD
+24.9%
+40.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +2.2% | +0.9% | +1.3% | +2.0% |
| 30D | +10.6% | +2.2% | +8.4% | +9.9% |
| 3M | -0.6% | -0.9% | +0.3% | -0.4% |
| 6M | +0.7% | -2.2% | +2.9% | +1.3% |
| YTD | +20.6% | -1.6% | +22.2% | +21.1% |
| 1Y | +22.7% | -1.3% | +24.0% | +23.1% |
| 3Y | +57.2% | +17.4% | +39.8% | +50.0% |
| 5Y | +21.4% | -5.2% | +26.6% | +20.4% |
| 10Y | +65.5% | +25.7% | +39.8% | +48.3% |
| All | +65.5% | +24.9% | +40.6% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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