+21.5%
VZ vs U
-67.9%
+89.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +14.9% | -15.0% | -0.1% |
| 7D | +5.6% | +24.3% | -18.6% | +5.6% |
| 30D | +1.9% | +8.6% | -6.7% | +1.8% |
| 3M | +0.8% | +37.6% | -36.8% | +0.7% |
| 6M | +0.6% | +78.5% | -77.9% | +0.4% |
| YTD | +20.8% | +10.5% | +10.3% | +21.2% |
| 1Y | +23.9% | +15.2% | +8.7% | +24.2% |
| 3Y | +55.7% | +76.6% | -20.9% | +51.7% |
| 5Y | +21.5% | -67.9% | +89.4% | +15.0% |
| All | +21.5% | -67.9% | +89.5% | +15.0% |
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 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