+12.2%
VZ vs U
-33.1%
+45.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.1% |
| 7D | +0.9% | +2.8% | -1.9% | +0.9% |
| 30D | +6.9% | +7.6% | -0.7% | +7.0% |
| 3M | +0.6% | +12.7% | -12.1% | +0.7% |
| 6M | +0.3% | +87.0% | -86.7% | +0.4% |
| YTD | +21.9% | +13.6% | +8.3% | +22.5% |
| 1Y | +21.7% | +25.3% | -3.6% | +22.1% |
| 3Y | +58.5% | +85.8% | -27.3% | +56.2% |
| 5Y | +22.4% | -74.5% | +96.9% | +15.8% |
| All | +12.2% | -33.1% | +45.3% | +7.1% |
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