+71.6%
VZ vs XLU
+160.5%
-88.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | +0.9% | +0.5% | +0.4% | +0.7% |
| 30D | +8.9% | +5.3% | +3.7% | +6.3% |
| 3M | +0.1% | +1.2% | -1.1% | -0.6% |
| 6M | +1.9% | -1.6% | +3.5% | +2.5% |
| YTD | +22.0% | +4.8% | +17.2% | +18.9% |
| 1Y | +22.1% | +0.5% | +21.6% | +21.3% |
| 3Y | +58.7% | +58.9% | -0.2% | +25.0% |
| 5Y | +22.3% | +52.7% | -30.4% | -2.4% |
| 10Y | +71.6% | +161.0% | -89.3% | +2.9% |
| All | +71.6% | +160.5% | -88.8% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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