+22.4%
VZ vs UL
-0.5%
+22.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.1% |
| 7D | +2.1% | +1.1% | +1.0% | +1.7% |
| 30D | +1.4% | +8.2% | -6.9% | -0.9% |
| 3M | -1.3% | +4.5% | -5.8% | -2.6% |
| 6M | -0.5% | +12.6% | -13.1% | -4.1% |
| YTD | +19.6% | +3.5% | +16.1% | +18.7% |
| 1Y | +22.4% | -0.4% | +22.8% | +23.9% |
| All | +22.4% | -0.5% | +22.8% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling