+59.9%
VZ vs NOC
+182.6%
-122.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.4% |
| 7D | +0.1% | -5.2% | +5.3% | +1.1% |
| 30D | +7.9% | -7.2% | +15.1% | +9.4% |
| 3M | +13.6% | -5.1% | +18.8% | +14.6% |
| 6M | +1.1% | -31.1% | +32.2% | +8.4% |
| YTD | +29.3% | -8.6% | +37.9% | +30.5% |
| 1Y | +21.2% | -9.7% | +31.0% | +22.5% |
| 3Y | +75.9% | +24.3% | +51.6% | +63.7% |
| 5Y | +24.1% | +52.6% | -28.5% | +7.4% |
| All | +59.9% | +182.6% | -122.7% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 NOC 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