+70.6%
VZ vs UUUU
+399.3%
-328.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.8% | +8.3% | +0.7% |
| 7D | +2.4% | -6.9% | +9.3% | +2.5% |
| 30D | +11.2% | -32.3% | +43.5% | +12.0% |
| 3M | 0.0% | -52.8% | +52.8% | +1.5% |
| 6M | +1.3% | -68.5% | +69.8% | +3.7% |
| YTD | +21.3% | -53.6% | +74.9% | +22.1% |
| 1Y | +23.9% | -59.1% | +83.1% | +25.1% |
| 3Y | +57.7% | -14.7% | +72.4% | +52.6% |
| 5Y | +21.2% | -35.4% | +56.6% | +16.5% |
| 10Y | +70.6% | +378.0% | -307.5% | +43.7% |
| All | +70.6% | +399.3% | -328.7% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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