+25.5%
VZ vs USB
+40.0%
-14.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +0.1% | +1.4% | -1.4% | -0.2% |
| 30D | +7.9% | -1.3% | +9.2% | +8.1% |
| 3M | +13.6% | +15.2% | -1.6% | +11.0% |
| 6M | +1.1% | +18.8% | -17.7% | -1.8% |
| YTD | +29.3% | +21.0% | +8.3% | +24.8% |
| 1Y | +21.2% | +34.0% | -12.8% | +14.8% |
| 3Y | +75.9% | +95.3% | -19.4% | +51.8% |
| All | +25.5% | +40.0% | -14.6% | +14.4% |
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