+72.6%
VZ vs SU
+242.3%
-169.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.5% |
| 7D | +1.5% | +1.7% | -0.3% | +1.3% |
| 30D | +4.4% | -7.9% | +12.2% | +5.0% |
| 3M | -2.4% | +7.5% | -9.9% | -3.2% |
| 6M | +1.4% | +7.2% | -5.8% | +0.5% |
| YTD | +21.4% | +60.9% | -39.5% | +15.6% |
| 1Y | +20.3% | +63.6% | -43.4% | +14.3% |
| 3Y | +57.4% | +128.9% | -71.5% | +43.7% |
| 5Y | +21.9% | +228.3% | -206.3% | +6.1% |
| All | +72.6% | +242.3% | -169.7% | +49.2% |
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