+273.8%
VZ vs UUUU
-96.0%
+369.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.8% | -8.9% | +0.6% |
| 7D | +2.2% | -1.1% | +3.3% | +2.2% |
| 30D | +10.6% | -26.6% | +37.2% | +11.2% |
| 3M | -0.6% | -48.3% | +47.7% | +0.6% |
| 6M | +0.7% | -65.8% | +66.6% | +2.6% |
| YTD | +20.6% | -49.7% | +70.3% | +21.3% |
| 1Y | +22.7% | -53.3% | +76.0% | +23.5% |
| 3Y | +57.2% | -7.4% | +64.6% | +54.0% |
| 5Y | +21.4% | -33.4% | +54.7% | +18.6% |
| 10Y | +65.5% | +441.5% | -376.0% | +50.0% |
| All | +273.8% | -96.0% | +369.7% | +249.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling