+65.5%
VZ vs RUN
+133.0%
-67.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +0.9% |
| 7D | +2.2% | +18.1% | -15.8% | +1.9% |
| 30D | +10.6% | +27.5% | -16.9% | +10.0% |
| 3M | -0.6% | -4.5% | +3.9% | -0.6% |
| 6M | +0.7% | -33.3% | +34.1% | +1.3% |
| YTD | +20.6% | -47.1% | +67.7% | +21.4% |
| 1Y | +22.7% | -43.1% | +65.9% | +23.2% |
| 3Y | +57.2% | -3.0% | +60.2% | +50.9% |
| 5Y | +21.4% | -82.6% | +104.0% | +20.1% |
| 10Y | +65.5% | +103.3% | -37.8% | +43.7% |
| All | +65.5% | +133.0% | -67.5% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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