+72.6%
VZ vs UUUU
+370.7%
-298.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.4% |
| 7D | +1.5% | -1.1% | +2.5% | +1.5% |
| 30D | +4.4% | -21.0% | +25.4% | +4.8% |
| 3M | -2.4% | -54.8% | +52.4% | -0.8% |
| 6M | +1.4% | -67.3% | +68.8% | +3.7% |
| YTD | +21.4% | -54.7% | +76.1% | +22.2% |
| 1Y | +20.3% | -57.4% | +77.7% | +21.2% |
| 3Y | +57.4% | -19.6% | +77.0% | +52.6% |
| 5Y | +21.9% | -40.0% | +62.0% | +17.4% |
| All | +72.6% | +370.7% | -298.1% | +46.2% |
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