+57.3%
VZ vs U
+72.0%
-14.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +14.9% | -15.0% | +0.5% |
| 7D | +5.6% | +24.3% | -18.6% | +6.7% |
| 30D | +1.9% | +8.6% | -6.7% | +2.3% |
| 3M | +0.8% | +37.6% | -36.8% | +2.4% |
| 6M | +0.6% | +78.5% | -77.9% | +3.6% |
| YTD | +20.8% | +10.5% | +10.3% | +23.8% |
| 1Y | +23.9% | +15.2% | +8.7% | +27.0% |
| All | +57.3% | +72.0% | -14.7% | +59.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling