+72.6%
VZ vs QSR
+137.6%
-65.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +1.5% | -2.9% | +4.4% | +2.0% |
| 30D | +4.4% | +4.1% | +0.2% | +3.7% |
| 3M | -2.4% | -0.7% | -1.7% | -2.3% |
| 6M | +1.4% | +0.4% | +1.0% | +1.2% |
| YTD | +21.4% | +13.5% | +7.9% | +18.6% |
| 1Y | +20.3% | +11.0% | +9.3% | +17.9% |
| 3Y | +57.4% | +22.0% | +35.4% | +50.9% |
| 5Y | +21.9% | +57.1% | -35.1% | +12.1% |
| All | +72.6% | +137.6% | -65.0% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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