+67.1%
VZ vs USB
+93.8%
-26.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.3% |
| 7D | +5.6% | -1.5% | +7.1% | +5.9% |
| 30D | +1.9% | +4.3% | -2.4% | +0.9% |
| 3M | +0.8% | -6.1% | +6.9% | +2.1% |
| 6M | +0.6% | +9.4% | -8.8% | -1.4% |
| YTD | +20.8% | +15.2% | +5.6% | +16.6% |
| 1Y | +23.9% | +32.8% | -8.8% | +15.8% |
| 3Y | +55.7% | +91.3% | -35.6% | +31.2% |
| 5Y | +21.5% | +22.7% | -1.1% | +11.9% |
| All | +67.1% | +93.8% | -26.7% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling