+65.5%
VZ vs RF
+279.4%
-213.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.9% |
| 7D | +2.1% | -0.9% | +3.1% | +2.3% |
| 30D | +1.4% | +6.0% | -4.7% | +0.5% |
| 3M | -1.3% | -8.9% | +7.6% | 0.0% |
| 6M | -0.5% | +2.3% | -2.9% | -0.9% |
| YTD | +19.6% | +7.6% | +12.1% | +18.1% |
| 1Y | +22.4% | +21.2% | +1.2% | +18.7% |
| 3Y | +55.9% | +108.5% | -52.6% | +38.0% |
| 5Y | +20.4% | +43.2% | -22.8% | +11.0% |
| All | +65.5% | +279.4% | -213.9% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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