+20.2%
VZ vs U
-66.8%
+87.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.5% | -6.4% | -0.9% |
| 7D | +2.1% | +36.6% | -34.4% | +2.1% |
| 30D | +1.4% | +13.3% | -11.9% | +1.3% |
| 3M | -1.3% | +26.2% | -27.4% | -1.3% |
| 6M | -0.5% | +88.7% | -89.3% | -0.8% |
| YTD | +19.6% | +16.6% | +3.1% | +20.1% |
| 1Y | +22.4% | +29.0% | -6.6% | +22.4% |
| 3Y | +55.9% | +99.5% | -43.6% | +51.4% |
| All | +20.2% | -66.8% | +87.0% | +13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling