+14.9%
VZ vs S
-52.7%
+67.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.6% | -0.9% |
| 7D | +2.1% | -13.4% | +15.6% | +2.1% |
| 30D | +1.4% | -14.0% | +15.4% | +1.4% |
| 3M | -1.3% | +4.9% | -6.1% | -1.4% |
| 6M | -0.5% | +42.0% | -42.5% | -0.7% |
| YTD | +19.6% | +45.1% | -25.5% | +19.3% |
| 1Y | +22.4% | +33.1% | -10.7% | +22.1% |
| 3Y | +55.9% | +40.6% | +15.2% | +53.6% |
| 5Y | +20.4% | -67.5% | +87.9% | +16.7% |
| All | +14.9% | -52.7% | +67.5% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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