+12.3%
VZ vs U
-33.8%
+46.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.6% |
| 7D | +0.9% | +16.9% | -16.0% | +1.0% |
| 30D | +8.9% | +6.4% | +2.6% | +9.0% |
| 3M | +0.1% | +13.2% | -13.1% | +0.1% |
| 6M | +1.9% | +84.8% | -82.9% | +2.0% |
| YTD | +22.0% | +12.4% | +9.6% | +22.6% |
| 1Y | +22.1% | +19.8% | +2.3% | +22.6% |
| 3Y | +58.7% | +83.8% | -25.1% | +56.3% |
| 5Y | +22.3% | -72.7% | +95.1% | +16.0% |
| All | +12.3% | -33.8% | +46.1% | +7.2% |
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