+64.4%
VZ vs UUUU
+524.5%
-460.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.3% |
| 7D | -1.0% | +1.8% | -2.8% | -1.0% |
| 30D | +5.8% | +1.8% | +3.9% | +5.7% |
| 3M | +10.5% | +1.3% | +9.2% | +10.3% |
| 6M | +1.8% | -26.8% | +28.6% | +2.2% |
| YTD | +28.3% | +0.1% | +28.2% | +27.1% |
| 1Y | +22.0% | +11.2% | +10.7% | +19.9% |
| 3Y | +81.8% | +97.7% | -15.8% | +73.0% |
| 5Y | +25.3% | +127.3% | -102.0% | +16.8% |
| 10Y | +64.4% | +532.6% | -468.2% | +36.0% |
| All | +64.4% | +524.5% | -460.1% | +36.0% |
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