+916.9%
VZ vs NI
+5,591.3%
-4,674.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.1% |
| 7D | +2.2% | +0.4% | +1.8% | +2.1% |
| 30D | +10.6% | +11.3% | -0.7% | +6.6% |
| 3M | -0.6% | +6.5% | -7.1% | -2.8% |
| 6M | +0.7% | -2.3% | +3.0% | +1.3% |
| YTD | +20.6% | +10.8% | +9.8% | +16.1% |
| 1Y | +22.7% | +6.2% | +16.5% | +19.7% |
| 3Y | +57.2% | +98.7% | -41.4% | +22.9% |
| 5Y | +21.4% | +111.3% | -89.9% | -7.8% |
| 10Y | +65.5% | +178.1% | -112.6% | +10.6% |
| All | +916.9% | +5,591.3% | -4,674.4% | +128.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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