+22.6%
VZ vs USB
+23.7%
-1.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +1.7% |
| 7D | +6.9% | +2.4% | +4.5% | +6.5% |
| 30D | +2.3% | +6.6% | -4.3% | +1.2% |
| 3M | 0.0% | -4.1% | +4.1% | +0.6% |
| 6M | +0.2% | +12.5% | -12.2% | -1.7% |
| YTD | +20.9% | +17.6% | +3.3% | +17.3% |
| 1Y | +25.2% | +36.5% | -11.3% | +18.2% |
| 3Y | +55.9% | +95.4% | -39.5% | +34.7% |
| 5Y | +22.6% | +26.1% | -3.5% | +14.2% |
| All | +22.6% | +23.7% | -1.1% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling