+58.0%
VZ vs RUN
-8.5%
+66.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.1% | +6.0% | -0.1% |
| 7D | +0.9% | -13.7% | +14.6% | +1.0% |
| 30D | +6.9% | +9.4% | -2.4% | +6.8% |
| 3M | +0.6% | -13.4% | +14.0% | +0.7% |
| 6M | +0.3% | -39.6% | +39.9% | +0.5% |
| YTD | +21.9% | -53.7% | +75.6% | +22.1% |
| 1Y | +21.7% | -56.2% | +77.9% | +22.0% |
| All | +58.0% | -8.5% | +66.5% | +52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling