+919.3%
VZ vs USB
+8,296.0%
-7,376.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +1.6% |
| 7D | +6.9% | +2.4% | +4.5% | +6.4% |
| 30D | +2.3% | +6.6% | -4.3% | +0.8% |
| 3M | 0.0% | -4.1% | +4.1% | +0.8% |
| 6M | +0.2% | +12.5% | -12.2% | -2.4% |
| YTD | +20.9% | +17.6% | +3.3% | +16.1% |
| 1Y | +25.2% | +36.5% | -11.3% | +16.4% |
| 3Y | +55.9% | +95.4% | -39.5% | +31.7% |
| 5Y | +22.6% | +26.1% | -3.5% | +11.8% |
| 10Y | +68.6% | +101.3% | -32.6% | +33.3% |
| All | +919.3% | +8,296.0% | -7,376.7% | +358.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling