+25.2%
VZ vs ROIV
+97.8%
-72.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.1% | -4.0% | +2.5% |
| 7D | +6.9% | +3.0% | +3.9% | +7.2% |
| 30D | +2.3% | +6.8% | -4.6% | +3.0% |
| 3M | 0.0% | +10.5% | -10.5% | +1.2% |
| 6M | +0.2% | +34.8% | -34.6% | +2.7% |
| YTD | +20.9% | +76.2% | -55.3% | +26.4% |
| 1Y | +25.2% | +92.4% | -67.2% | +29.9% |
| All | +25.2% | +97.8% | -72.6% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling