+71.6%
VZ vs SU
+232.2%
-160.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.5% |
| 7D | +0.9% | -4.3% | +5.2% | +1.3% |
| 30D | +8.9% | -6.2% | +15.1% | +9.4% |
| 3M | +0.1% | +9.7% | -9.6% | -0.9% |
| 6M | +1.9% | +7.3% | -5.4% | +0.9% |
| YTD | +22.0% | +58.7% | -36.7% | +16.3% |
| 1Y | +22.1% | +59.7% | -37.6% | +16.3% |
| 3Y | +58.7% | +129.2% | -70.6% | +44.9% |
| 5Y | +22.3% | +223.7% | -201.4% | +6.6% |
| 10Y | +71.6% | +235.9% | -164.3% | +48.8% |
| All | +71.6% | +232.2% | -160.5% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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