+10.1%
VZ vs U
-31.3%
+41.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.5% | -6.4% | -0.9% |
| 7D | +2.1% | +36.6% | -34.4% | +2.2% |
| 30D | +1.4% | +13.3% | -11.9% | +1.4% |
| 3M | -1.3% | +26.2% | -27.4% | -1.2% |
| 6M | -0.5% | +88.7% | -89.3% | -0.4% |
| YTD | +19.6% | +16.6% | +3.1% | +20.3% |
| 1Y | +22.4% | +29.0% | -6.6% | +22.7% |
| 3Y | +55.9% | +99.5% | -43.6% | +53.4% |
| 5Y | +20.4% | -66.1% | +86.5% | +14.9% |
| All | +10.1% | -31.3% | +41.5% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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