+15.8%
VZ vs S
-48.9%
+64.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.0% | -7.2% | +0.8% |
| 7D | +2.2% | +1.6% | +0.7% | +2.2% |
| 30D | +10.6% | -10.5% | +21.1% | +10.6% |
| 3M | -0.6% | +9.9% | -10.5% | -0.7% |
| 6M | +0.7% | +41.8% | -41.0% | +0.6% |
| YTD | +20.6% | +56.8% | -36.2% | +20.3% |
| 1Y | +22.7% | +39.0% | -16.3% | +22.5% |
| 3Y | +57.2% | +53.8% | +3.4% | +54.9% |
| 5Y | +21.4% | -68.6% | +90.0% | +17.3% |
| All | +15.8% | -48.9% | +64.7% | +14.3% |
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