+25.9%
VZ vs UUUU
+118.2%
-92.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.5% |
| 7D | +0.2% | +2.8% | -2.6% | +0.2% |
| 30D | +7.1% | +3.4% | +3.7% | +7.1% |
| 3M | +12.8% | -3.9% | +16.7% | +12.8% |
| 6M | +1.8% | -23.2% | +25.0% | +2.1% |
| YTD | +30.0% | +0.6% | +29.4% | +28.9% |
| 1Y | +24.3% | +22.9% | +1.5% | +21.9% |
| 3Y | +84.3% | +98.6% | -14.3% | +75.2% |
| 5Y | +25.9% | +130.2% | -104.3% | +18.7% |
| All | +25.9% | +118.2% | -92.3% | +18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling