+20.2%
VZ vs URA
+33.4%
-13.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.4% | -5.3% | -1.0% |
| 7D | +2.1% | -4.1% | +6.3% | +2.2% |
| 30D | +1.4% | -19.0% | +20.4% | +1.5% |
| 3M | -1.3% | -25.1% | +23.9% | -1.0% |
| 6M | -0.5% | -44.5% | +44.0% | +0.4% |
| YTD | +19.6% | -24.3% | +44.0% | +18.9% |
| 1Y | +22.4% | -28.1% | +50.5% | +21.8% |
| 3Y | +55.9% | +40.7% | +15.2% | +44.8% |
| All | +20.2% | +33.4% | -13.2% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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