+22.4%
VZ vs USAR
-51.6%
+73.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +10.8% | -11.8% | -0.8% |
| 7D | +2.1% | -14.5% | +16.6% | +2.0% |
| 30D | +1.4% | -37.8% | +39.2% | +1.0% |
| 3M | -1.3% | -52.8% | +51.5% | -1.7% |
| 6M | -0.5% | -71.2% | +70.7% | -0.3% |
| YTD | +19.6% | -30.9% | +50.5% | +17.5% |
| 1Y | +22.4% | -48.0% | +70.4% | +20.4% |
| All | +22.4% | -51.6% | +73.9% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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